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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
951
CFO4Life Group
Texas
$223K +$205K +4,579 New
LSAG
952
Lake Street Advisors Group
New Hampshire
$222K +$177K +3,970 New
FIM
953
Fernwood Investment Management
Massachusetts
$221K -$22.3K -499 -10%
FCMC
954
Founders Capital Management (Connecticut)
Connecticut
$221K -$13.8K -308 -6%
NB
955
Nicolet Bankshares
Wisconsin
$221K +$203K +4,544 New
HH
956
Hilltop Holdings
Texas
$221K +$203K +4,545 New
SVCP
957
Silicon Valley Capital Partners
California
$221K +$203K +4,545 New
GD
958
Grandfield & Dodd
New York
$220K +$201K +4,507 New
MLFP
959
MPS Loria Financial Planners
Illinois
$219K +$1.21K +27 +0.6%
MSFS
960
Main Street Financial Solutions
Pennsylvania
$219K +$201K +4,498 New
AWM
961
Aberdeen Wealth Management
Illinois
$219K +$201K +4,500 New
FBT
962
First Bank & Trust
South Dakota
$218K +$14.7K +330 +8%
CAM
963
Congress Asset Management
Massachusetts
$218K +$201K +4,491 New
AIM
964
Acropolis Investment Management
Missouri
$217K +$45 +1 +0%
RB
965
Rodgers Brothers
Pennsylvania
$216K -$19.7K -440 -9%
LWM
966
Laidlaw Wealth Management
New York
$216K +$199K +4,442 New
UR
967
USCA RIA
Texas
$214K -$568K -12,703 -74%
TAM
968
Todd Asset Management
Kentucky
$214K +$197K +4,405 New
HIA
969
Harbor Investment Advisory
Maryland
$213K -$3.58K -80 -2%
RCM
970
Radnor Capital Management
Pennsylvania
$213K +$196K +4,382 New
FCBT
971
First Citizens Bank & Trust
North Carolina
$212K +$195K +4,360 New
CPIG
972
Chicago Partners Investment Group
Illinois
$211K +$183K +4,101 New
CMO
973
Covenant Multifamily Offices
Texas
$211K +$194K +4,336 New
WPW
974
Waldron Private Wealth
Pennsylvania
$211K +$194K +4,348 New
WA
975
Waverly Advisors
Alabama
$209K +$167K +3,729 New
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39
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