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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Cambridge Advisors
Nebraska
$213K – – –
SFM
852
Systematic Financial Management
New Jersey
$213K – – –
APP
853
Avantax Planning Partners
Iowa
$213K +$3.98K +101 +2%
IIM
854
InTrack Investment Management
Vermont
$212K +$235K +5,971 New
AIM
855
Anchor Investment Management
South Carolina
$212K -$5.12K -130 -2%
HCM
856
Howland Capital Management
Massachusetts
$211K -$13.8K -350 -6%
AF
857
Aldebaran Financial
$211K -$985 -25 -0.4%
CAM
858
Covenant Asset Management
New Jersey
$210K -$8.66K -220 -4%
RT
859
Rockland Trust
Massachusetts
$210K -$2.64K -67 -1%
CWM
860
Calamos Wealth Management
Illinois
$209K -$6.03K -153 -3%
AF
861
Arrow Financial
New York
$209K -$2.76K -70 -1%
DBIA
862
Dumont & Blake Investment Advisors
New Jersey
$208K -$30.9K -785 -12%
CI
863
Conning Inc
Connecticut
$208K -$22.4K -568 -9%
SIM
864
Sentry Investment Management
Wisconsin
$208K – – –
9WM
865
9258 Wealth Management
Ohio
$208K +$39 +1 +0%
GWANC
866
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$5.04K +128 +2%
BOH
867
Bank of Hawaii
Hawaii
$208K +$231K +5,855 New
CT
868
Colonial Trust
South Carolina
$207K +$229K +5,811 New
NB
869
Northwest Bancshares
Pennsylvania
$207K +$229K +5,819 New
O
870
Ossiam
France
$207K +$230K +5,833 New
S
871
Surevest
California
$206K -$14.6K -370 -6%
LA
872
LVW Advisors
New York
$206K +$228K +5,788 New
BSW
873
Buckingham Strategic Wealth
Missouri
$205K +$4.1K +104 +2%
CL
874
CPWM LLC
Washington
$204K -$41.5K -1,055 -16%
CWM
875
Congress Wealth Management
Massachusetts
$203K -$21.1K -535 -9%
33 34
35
36 37