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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
926
Fernwood Investment Management
Massachusetts
$213K +$196K +5,051 New
CA
927
Capital Advantage
California
$212K +$195K +5,021 New
GWM
928
GSB Wealth Management
Connecticut
$212K +$196K +5,033 New
VCM
929
Versant Capital Management
Arizona
$210K +$583 +15 +0.3%
ACP
930
Aveo Capital Partners
Colorado
$209K +$193K +4,954 New
FMWA
931
Forvis Mazars Wealth Advisors
Missouri
$208K -$87.9K -2,262 -31%
SSWM
932
Sheets Smith Wealth Management
North Carolina
$208K +$192K +4,929 New
JC
933
JBF Capital
Colorado
$207K +$191K +4,900 New
DOA
934
D'Orazio & Associates
Virginia
$206K -$3.46K -89 -2%
RB
935
Rodgers Brothers
Pennsylvania
$206K +$190K +4,886 New
FCMC
936
Founders Capital Management (Connecticut)
Connecticut
$205K -$2.26M -58,120 -92%
VFA
937
Voya Financial Advisors
Connecticut
$205K -$90.2K -2,321 -32%
LWAC
938
Laurel Wealth Advisors (California)
California
$205K -$81.3K -2,090 -30%
BSW
939
Buckingham Strategic Wealth
Missouri
$205K -$32.3K -831 -15%
SA
940
Strategic Advisors
New York
$205K +$189K +4,863 New
ST
941
Spinnaker Trust
Maine
$204K -$54.6K -1,405 -23%
LCM
942
Logan Capital Management
Pennsylvania
$203K -$28K -720 -13%
AFM
943
Abbot Financial Management
Massachusetts
$202K -$21.4K -550 -10%
NGA
944
Naples Global Advisors
Florida
$201K +$185K +4,751 New
GLA
945
Great Lakes Advisors
Illinois
$201K +$185K +4,753 New
FFA
946
First Foundation Advisors
California
$201K +$185K +4,756 New
HIA
947
Harbor Investment Advisory
Maryland
$189K -$7.19K -185 -4%
AIM
948
Acropolis Investment Management
Missouri
$188K -$156 -4 -0.1%
MLFP
949
MPS Loria Financial Planners
Illinois
$188K – – –
PFBT
950
Parkside Financial Bank & Trust
Missouri
$185K +$3.15K +81 +2%
36 37
38
39 40