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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
Cambridge Advisors
Nebraska
$423K – – –
CHAM
952
Clear Harbor Asset Management
Connecticut
$422K +$34.8K +500 +11%
PVI
953
Pine Valley Investments
New Jersey
$422K +$279 +4 +0.1%
NECFA
954
New England Capital Financial Advisors
Connecticut
$422K +$696 +10 +0.2%
ICP
955
Interchange Capital Partners
Pennsylvania
$421K – – –
CCT
956
Capital City Trust
Florida
$419K +$21.9K +315 +6%
EWA
957
EverSource Wealth Advisors
Alabama
$419K +$15K +216 +4%
CI
958
Conning Inc
Connecticut
$418K -$2.65K -38 -0.7%
NB
959
Northwest Bancshares
Pennsylvania
$417K -$10.7K -153 -3%
BW
960
BIP Wealth
Georgia
$417K +$360K +5,175 New
PCA
961
Peddock Capital Advisors
Massachusetts
$416K – – –
MPPW
962
Mitchell & Pahl Private Wealth
Oklahoma
$415K +$14.8K +212 +4%
FHA
963
Flagship Harbor Advisors
Massachusetts
$414K -$2.02K -29 -0.6%
IAN
964
Integrated Advisors Network
Texas
$413K -$487 -7 -0.1%
TBC
965
Ted Buchan & Co
California
$408K – – –
FCMC
966
Founders Capital Management (Connecticut)
Connecticut
$406K -$13.9K -200 -4%
OAM
967
Ostrum Asset Management
France
$406K +$4.32K +62 +1%
HFP
968
Holistic Financial Partners
Indiana
$406K +$1.46K +21 +0.4%
IIC
969
Ironwood Investment Counsel
Arizona
$406K -$18.6K -267 -5%
CT
970
Clearstead Trust
Maine
$405K -$32.4K -466 -8%
LIM
971
Leavell Investment Management
Alabama
$405K – – –
LGF
972
LGT Group Foundation
Liechtenstein
$403K – – –
SFP
973
Sterling Financial Planning
New Jersey
$402K – – –
NIM
974
Northeast Investment Management
Massachusetts
$402K – – –
EWM
975
Endowment Wealth Management
Wisconsin
$400K -$13.3K -191 -4%
37 38
39
40 41