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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
926
Montis Financial
Massachusetts
$203K +$203K +5,604 New
MAM
927
Meeder Asset Management
Ohio
$201K +$57.8K +1,598 +43%
SWMP
928
Signature Wealth Management Partners
New Jersey
$201K +$193K +5,325 New
PRC
929
Pearl River Capital
Michigan
$201K +$193K +5,327 New
AFM
930
Abbot Financial Management
Massachusetts
$201K +$193K +5,334 New
BCM
931
Becker Capital Management
Oregon
$201K +$193K +5,337 New
FCB
932
First Command Bank
Texas
$200K -$5.65K -156 -3%
FCFS
933
First Command Financial Services
Texas
$200K -$5.65K -156 -3%
CHA
934
Carmichael Hill & Associates
Maryland
$191K – – –
FTDI
935
First Trust Direct Indexing
Massachusetts
$189K +$181K +5,004 New
DOA
936
D'Orazio & Associates
Virginia
$188K +$3.22K +89 +2%
VCM
937
Versant Capital Management
Arizona
$187K +$326 +9 +0.2%
HIA
938
Harbor Investment Advisory
Maryland
$175K -$15.7K -434 -9%
AIM
939
Acropolis Investment Management
Missouri
$168K +$217 +6 +0.1%
MLFP
940
MPS Loria Financial Planners
Illinois
$166K +$2.61K +72 +2%
COCM
941
Charter Oak Capital Management
New Hampshire
$165K +$158K +4,362 New
PFBT
942
Parkside Financial Bank & Trust
Missouri
$163K +$33.6K +929 +27%
MCM
943
Manchester Capital Management
Vermont
$151K – – –
FFC
944
First Financial Corp
Indiana
$141K -$1.09K -30 -0.8%
LC
945
Lindbrook Capital
California
$140K +$1.3K +36 +1%
CWC
946
Carolinas Wealth Consulting
North Carolina
$140K +$44.6K +1,231 +50%
SBSB
947
Sullivan, Bruyette, Speros & Blaney
Virginia
$137K -$1.38K -38 -1%
GCM
948
Gables Capital Management
Florida
$137K – – –
HI
949
Hudock Inc
Pennsylvania
$136K +$59.3K +1,639 +83%
FMTCOCP
950
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$131K +$7.96K +220 +7%
36 37
38
39 40