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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
951
Howe & Rusling
New York
$131K +$65.2K +1,800 +107%
EDRH
952
Edmond de Rothschild Holding
Switzerland
$131K +$79.6K +2,200 +172%
MPWT
953
MassMutual Private Wealth & Trust
Connecticut
$130K -$32.8K -905 -21%
MMG
954
Monetary Management Group
Missouri
$129K – – –
PCA
955
Peddock Capital Advisors
Massachusetts
$127K +$122K +3,358 New
FBT
956
First Bank & Trust
South Dakota
$125K +$34.2K +944 +40%
TFS
957
TrustCore Financial Services
Tennessee
$124K -$6.59K -182 -5%
EW
958
Evoke Wealth
California
$121K +$217 +6 +0.2%
BDS
959
Banco de Sabadell
Florida
$120K -$109K -3,000 -48%
M
960
Mirova
France
$120K +$116K +3,199 New
NSIM
961
North Star Investment Management
Illinois
$119K -$9.05K -250 -7%
SLF
962
Sun Life Financial
Ontario, Canada
$119K -$7.57K -209 -6%
TPCW
963
TD Private Client Wealth
New York
$118K -$3.08K -85 -3%
FCA
964
FinTrust Capital Advisors
South Carolina
$117K -$7.24K -200 -6%
MRCM
965
M&R Capital Management
New Jersey
$113K -$1.41K -39 -1%
KCM
966
Kathmere Capital Management
Pennsylvania
$113K – – –
AWM
967
AllSquare Wealth Management
New York
$107K +$17.8K +492 +21%
NL
968
NVWM LLC
Pennsylvania
$106K -$7.17K -198 -7%
DSC
969
Duncker Streett & Co
Missouri
$104K -$43.9K -1,213 -31%
CAAS
970
Capital Asset Advisory Services
Michigan
$101K +$96.2K +2,657 New
CWP
971
Concord Wealth Partners
Virginia
$101K +$97K +2,679 New
RA
972
Reby Advisors
Connecticut
$100K +$96.3K +2,659 New
GWM
973
Greenhouse Wealth Management
Connecticut
$99K +$95.2K +2,629 New
IWMA
974
Ironwood Wealth Management (Arizona)
Arizona
$99K +$95.2K +2,631 New
CFFP
975
Center for Financial Planning
Michigan
$98K -$3.62K -100 -4%
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39
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