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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
901
Foundations Investment Advisors
Arizona
$465K +$11.3K +163 +3%
BFM
902
Boothbay Fund Management
New York
$465K +$402K +5,771 New
AIM
903
Anchor Investment Management
South Carolina
$462K +$24.7K +355 +7%
PA
904
Procyon Advisors
Connecticut
$461K +$48.5K +697 +14%
CPIG
905
Chicago Partners Investment Group
Illinois
$459K +$6.2K +89 +2%
9WM
906
9258 Wealth Management
Ohio
$457K +$70 +1 +0%
CPA
907
Court Place Advisors
Maryland
$455K -$26.3K -378 -6%
BHBT
908
Burke & Herbert Bank & Trust
Virginia
$454K +$393K +5,640 New
CM
909
Crestline Management
Texas
$454K +$393K +5,638 New
TWP
910
Tyche Wealth Partners
Texas
$451K – – –
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$451K -$139K -2,000 -26%
WTA
912
Washington Trust Advisors
Massachusetts
$449K – – –
FFS
913
Founders Financial Securities
Maryland
$446K -$20.6K -296 -5%
HCM
914
Howland Capital Management
Massachusetts
$446K -$3.2K -46 -0.8%
SC
915
Sapient Capital
Indiana
$445K – – –
HS
916
Horan Securities
United States
$445K +$696 +10 +0.2%
AFG
917
Atomi Financial Group
New York
$445K +$66.6K +956 +21%
WWM
918
Western Wealth Management
Colorado
$445K +$36.3K +522 +10%
DBIA
919
Dumont & Blake Investment Advisors
New Jersey
$443K -$383K -5,506 -50%
CAM
920
Covenant Asset Management
New Jersey
$443K -$27.9K -400 -7%
FPAS
921
Focus Partners Advisor Solutions
Missouri
$443K +$12.5K +180 +3%
FCM
922
Fourpath Capital Management
Oklahoma
$439K +$380K +5,457 New
AA
923
Ancora Advisors
Ohio
$439K -$8.43K -121 -2%
NHT
924
New Hampshire Trust
New Hampshire
$437K -$5.85K -84 -2%
PFPT
925
Pinnacle Financial Partners (Tennessee)
Tennessee
$437K +$8.7K +125 +2%
35 36
37
38 39