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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
951
Integrated Advisors Network
Texas
$301K +$337 +6 +0.1%
CCT
952
Capital City Trust
Florida
$301K – – –
EWM
953
Endowment Wealth Management
Wisconsin
$300K +$506 +9 +0.2%
SCM
954
Shelton Capital Management
Colorado
$300K – – –
CT
955
Colonial Trust
South Carolina
$300K -$18.9K -337 -6%
RZH
956
Relyea Zuckerberg Hanson
Connecticut
$298K +$89.3K +1,589 +45%
LA
957
LBP AM
France
$298K -$29.2K -520 -9%
PWMAG
958
Pinnacle Wealth Management Advisory Group
New Jersey
$297K +$4.89K +87 +2%
ACP
959
Aveo Capital Partners
Colorado
$296K -$35.6K -633 -12%
DDC
960
DF Dent & Co
Maryland
$295K -$169 -3 -0.1%
FCMC
961
Founders Capital Management (Connecticut)
Connecticut
$295K +$11.2K +200 +4%
TBC
962
Ted Buchan & Co
California
$295K – – –
LIM
963
Leavell Investment Management
Alabama
$293K -$15.5K -275 -5%
PA
964
Procyon Advisors
Connecticut
$292K -$71.8K -1,278 -20%
HFP
965
Holistic Financial Partners
Indiana
$291K +$1.35K +24 +0.5%
LFAS
966
Level Four Advisory Services
Texas
$291K – – –
LGF
967
LGT Group Foundation
Liechtenstein
$291K – – –
SFP
968
Sterling Financial Planning
New Jersey
$291K – – –
FFA
969
Farther Finance Advisors
California
$290K -$2.7K -48 -0.9%
NIM
970
Northeast Investment Management
Massachusetts
$290K – – –
PCM
971
Prelude Capital Management
New York
$288K -$71.7K -1,276 -20%
TNB
972
Thomasville National Bank
Georgia
$288K -$3.26K -58 -1%
WWM
973
Western Wealth Management
Colorado
$288K -$81.5K -1,450 -23%
MPPW
974
Mitchell & Pahl Private Wealth
Oklahoma
$288K -$20.8K -371 -7%
AA
975
Advisory Alpha
Michigan
$286K -$5.67K -101 -2%
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