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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
951
Nicolet Bankshares
Wisconsin
$221K +$203K +4,544 New
HH
952
Hilltop Holdings
Texas
$221K +$203K +4,545 New
SVCP
953
Silicon Valley Capital Partners
California
$221K +$203K +4,545 New
GD
954
Grandfield & Dodd
New York
$220K +$201K +4,507 New
MLFP
955
MPS Loria Financial Planners
Illinois
$219K +$1.21K +27 +0.6%
MSFS
956
Main Street Financial Solutions
Pennsylvania
$219K +$201K +4,498 New
AWM
957
Aberdeen Wealth Management
Illinois
$219K +$201K +4,500 New
FBT
958
First Bank & Trust
South Dakota
$218K +$14.7K +330 +8%
CAM
959
Congress Asset Management
Massachusetts
$218K +$201K +4,491 New
AIM
960
Acropolis Investment Management
Missouri
$217K +$45 +1 +0%
RB
961
Rodgers Brothers
Pennsylvania
$216K -$19.7K -440 -9%
LWM
962
Laidlaw Wealth Management
New York
$216K +$199K +4,442 New
UR
963
USCA RIA
Texas
$214K -$568K -12,703 -74%
TAM
964
Todd Asset Management
Kentucky
$214K +$197K +4,405 New
HIA
965
Harbor Investment Advisory
Maryland
$213K -$3.58K -80 -2%
RCM
966
Radnor Capital Management
Pennsylvania
$213K +$196K +4,382 New
FCBT
967
First Citizens Bank & Trust
North Carolina
$212K +$195K +4,360 New
CPIG
968
Chicago Partners Investment Group
Illinois
$211K +$183K +4,101 New
CMO
969
Covenant Multifamily Offices
Texas
$211K +$194K +4,336 New
WPW
970
Waldron Private Wealth
Pennsylvania
$211K +$194K +4,348 New
WA
971
Waverly Advisors
Alabama
$209K +$167K +3,729 New
RWM
972
Ritholtz Wealth Management
New York
$209K +$192K +4,306 New
TYCC
973
Texas Yale Capital Corp
Florida
$208K +$191K +4,270 New
WFI
974
West Family Investments
California
$208K +$191K +4,281 New
ET
975
Equitable Trust
Tennessee
$206K +$189K +4,232 New
37 38
39
40 41