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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
901
North Star Investment Management
Illinois
$147K – – –
TFM
902
TFC Financial Management
Massachusetts
$147K +$97.5K +2,476 +151%
MCM
903
Manchester Capital Management
Vermont
$145K – – –
AAM
904
Advisors Asset Management
Colorado
$142K -$173K -4,391 -52%
PAI
905
Pittenger & Anderson Inc
Nebraska
$140K -$40.4K -1,026 -21%
ST
906
Smithfield Trust
Pennsylvania
$140K – – –
HIA
907
Harbor Investment Advisory
Maryland
$139K +$2.44K +62 +2%
FMTCOCP
908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$128K – – –
MMG
909
Monetary Management Group
Missouri
$125K – – –
HR
910
Howe & Rusling
New York
$122K +$63K +1,600 +87%
WSC
911
Wellington Shields & Co
New York
$117K – – –
BSB
912
Bangor Savings Bank
Maine
$116K -$39.4K -1,000 -23%
EI
913
Ellevest Inc
New York
$110K -$12.1K -308 -9%
MWM
914
Mascoma Wealth Management
New Hampshire
$110K – – –
QC
915
Quent Capital
New York
$107K -$354 -9 -0.3%
BONH
916
Bank of New Hampshire
New Hampshire
$106K -$5.04K -128 -4%
PFBT
917
Parkside Financial Bank & Trust
Missouri
$104K +$3.31K +84 +3%
EWA
918
EverSource Wealth Advisors
Alabama
$101K -$12.4K -314 -10%
TPCW
919
TD Private Client Wealth
New York
$101K +$354 +9 +0.3%
GRP
920
Global Retirement Partners
California
$100K -$945 -24 -0.9%
GWM
921
Geneos Wealth Management
Colorado
$99K -$122K -3,110 -53%
MCC
922
Money Concepts Capital
Florida
$99K -$433 -11 -0.4%
SLF
923
Sun Life Financial
Ontario, Canada
$98K -$21.2K -538 -16%
ACA
924
Atlas Capital Advisors
Wyoming
$97K – – –
FCA
925
FinTrust Capital Advisors
South Carolina
$97K – – –
35 36
37
38 39