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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aevitas Wealth Management
Massachusetts
$221K +$218K +5,365 New
BJL
902
Brighton Jones LLC
Washington
$221K +$217K +5,359 New
BAM
903
Blueshift Asset Management
New Jersey
$221K +$217K +5,349 New
SCM
904
Shelton Capital Management
Colorado
$219K +$216K +5,321 New
WI
905
Wintrust Investments
Illinois
$219K -$13.8K -340 -6%
ATC
906
Adirondack Trust Company
New York
$218K -$3.57K -88 -2%
IAN
907
Integrated Advisors Network
Texas
$217K +$214K +5,268 New
CA
908
Claro Advisors
Massachusetts
$215K +$212K +5,222 New
LBC
909
Lowe Brockenbrough & Co
Virginia
$215K -$81.2K -2,000 -28%
CHAM
910
Clear Harbor Asset Management
Connecticut
$214K +$211K +5,195 New
WAP
911
Wealthcare Advisory Partners
Pennsylvania
$213K +$210K +5,175 New
DMBA
912
Deseret Mutual Benefit Administrators
Utah
$213K -$39K -961 -16%
EWM
913
Endowment Wealth Management
Wisconsin
$213K +$209K +5,156 New
PMEF
914
Point72 Middle East FZE
United Arab Emirates
$213K +$209K +5,154 New
LWAC
915
Laurel Wealth Advisors (California)
California
$211K +$207K +5,109 New
ACP
916
Aveo Capital Partners
Colorado
$211K +$207K +5,110 New
RWG
917
Regal Wealth Group
California
$210K +$206K +5,082 New
TNB
918
Thomasville National Bank
Georgia
$209K +$205K +5,057 New
GC
919
Gratus Capital
Georgia
$207K +$204K +5,025 New
FFC
920
First Financial Corp
Indiana
$207K – – –
CFO
921
Custos Family Office
Texas
$206K +$203K +5,000 New
LGF
922
LGT Group Foundation
Liechtenstein
$206K +$203K +5,000 New
BWA
923
BDO Wealth Advisors
Florida
$206K – – –
RCM
924
Radnor Capital Management
Pennsylvania
$205K +$188K +4,622 New
TCA
925
Transcend Capital Advisors
New Jersey
$205K +$201K +4,964 New
35 36
37
38 39