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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
951
Cornerstone Wealth Management
Missouri
$429K +$271 +4 +0.1%
WWM
952
Western Wealth Management
Colorado
$429K +$6.38K +94 +2%
MP
953
McDonald Partners
Ohio
$428K – – –
AA
954
Advisory Alpha
Michigan
$428K +$40.3K +594 +11%
TIA
955
Tiemann Investment Advisors
California
$428K -$17K -250 -4%
MIM
956
Miller Investment Management
Pennsylvania
$427K – – –
CIC
957
Carnegie Investment Counsel
Ohio
$425K +$61.1K +900 +18%
LIM
958
Leavell Investment Management
Alabama
$422K -$6.79K -100 -2%
LCM
959
Laurion Capital Management
New York
$420K +$389K +5,736 New
TCM
960
Teza Capital Management
Illinois
$420K +$389K +5,735 New
RSWM
961
Robertson Stephens Wealth Management
California
$419K -$6.38K -94 -2%
DBIA
962
Dumont & Blake Investment Advisors
New Jersey
$419K +$5.09K +75 +1%
GRP
963
Global Retirement Partners
California
$418K +$387K +5,707 New
EC
964
EntryPoint Capital
New York
$414K -$13.5K -199 -3%
TSS
965
Two Sigma Securities
New York
$413K -$127K -1,869 -25%
FNT
966
First National Trust
Pennsylvania
$413K -$11.1K -164 -3%
PSP
967
Principal Street Partners
Tennessee
$412K +$382K +5,634 New
TWP
968
Tyche Wealth Partners
Texas
$411K +$68 +1 +0%
VCM
969
Virtue Capital Management
Tennessee
$410K +$40.5K +597 +12%
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$409K – – –
WTA
971
Washington Trust Advisors
Massachusetts
$408K – – –
CTA
972
Colonial Trust Advisors
South Carolina
$408K -$6.79K -100 -2%
ECM
973
Evergreen Capital Management
Washington
$407K -$8.89K -131 -2%
SAA
974
Southeast Asset Advisors
Georgia
$407K +$377K +5,560 New
KCM
975
KRS Capital Management
Michigan
$406K -$18.4K -271 -5%
37 38
39
40 41