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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
801
American Research & Management Company
Massachusetts
$71K +$59.6K +3,210 New
WR
802
Watson Rebecca
$69K +$57.8K +3,110 New
CFFP
803
Center for Financial Planning
Michigan
$61K +$51.2K +2,753 New
CFG
804
CKW Financial Group
Hawaii
$60K +$49.2K +2,650 New
MIFH
805
Migdal Insurance & Financial Holdings
Israel
$59K +$49.4K +2,657 New
GRP
806
Global Retirement Partners
California
$59K +$49.5K +2,665 New
WCG
807
Weaver Consulting Group
California
$59K +$49.7K +2,672 New
CCA
808
Column Capital Advisors
Indiana
$58K +$49.1K +2,643 New
VAIA
809
Virtus Alternative Investment Advisers
Connecticut
$56K +$46.7K +2,512 New
SC
810
Steph & Co
Wisconsin
$56K +$46.9K +2,523 New
SCA
811
Stonebridge Capital Advisors
Minnesota
$55K +$46K +2,475 New
RIM
812
Rockbridge Investment Management
New York
$54K +$45.2K +2,431 New
CYG
813
Clean Yield Group
Vermont
$53K +$44K +2,366 New
SIAS
814
Shine Investment Advisory Services
Colorado
$53K +$44.3K +2,386 New
AIM
815
AIA Investment Management
Singapore
$53K +$44.6K +2,398 New
SWA
816
Sutton Wealth Advisors
Florida
$52.8K +$44.1K +2,375 New
RWM
817
Raffa Wealth Management
District of Columbia
$52.7K +$44.1K +2,373 New
AWM
818
AllSquare Wealth Management
New York
$52K +$43.7K +2,351 New
CFG
819
Capstone Financial Group
Oklahoma
$51K +$39.1K +2,106 New
TFS
820
TrustCore Financial Services
Tennessee
$50K +$42.2K +2,270 New
EWM
821
Elmwood Wealth Management
California
$49K +$41K +2,205 New
1IA
822
1834 Investment Advisors
Wisconsin
$49K +$41.2K +2,216 New
HDIM
823
Hanson & Doremus Investment Management
Vermont
$48K +$40K +2,154 New
HIIFS
824
Harel Insurance Investments & Financial Services
Israel
$47K +$39.2K +2,110 New
VRM
825
Vectors Research Management
New York
$47K +$39.3K +2,113 New
31 32
33
34 35