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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
Greenhouse Wealth Management
Connecticut
$99K +$95.2K +2,629 New
IWMA
977
Ironwood Wealth Management (Arizona)
Arizona
$99K +$95.2K +2,631 New
CFFP
978
Center for Financial Planning
Michigan
$98K -$3.62K -100 -4%
OSAM
979
O'Shaughnessy Asset Management
Connecticut
$97K +$35.6K +983 +62%
SC
980
Steph & Co
Wisconsin
$95K – – –
FF
981
FourThought Financial
Florida
$95K +$91.6K +2,530 New
PWPS
982
Pinnacle Wealth Planning Services
Ohio
$93K +$89.2K +2,465 New
ZB
983
Zions Bancorporation
Utah
$92K -$14.2K -391 -14%
CPFP
984
Clear Perspectives Financial Planning
Ohio
$92K +$88.4K +2,442 New
SWA
985
Sutton Wealth Advisors
Florida
$90.2K +$579 +16 +0.7%
MC
986
Maverick Capital
Texas
$90K +$86.8K +2,397 New
RWM
987
Raffa Wealth Management
District of Columbia
$89.5K -$796 -22 -0.9%
CFG
988
CKW Financial Group
Hawaii
$89K +$14.5K +400 +21%
EI
989
Ellevest Inc
New York
$88K +$29.4K +813 +54%
TFM
990
TFC Financial Management
Massachusetts
$87K +$29.8K +824 +56%
PK
991
Pflug Koory
Nebraska
$86K -$4.67K -129 -5%
AWM
992
Accel Wealth Management
Iowa
$84K +$81K +2,239 New
RIM
993
Rockbridge Investment Management
New York
$82K – – –
1IA
994
1834 Investment Advisors
Wisconsin
$81K – – –
CTFG
995
Capstone Triton Financial Group
Oklahoma
$81K +$77.9K +2,152 New
VRM
996
Vectors Research Management
New York
$79K -$471 -13 -0.6%
ACM
997
AUA Capital Management
Pennsylvania
$77K – – –
HDIM
998
Hanson & Doremus Investment Management
Vermont
$77K – – –
CA
999
Crewe Advisors
Utah
$76K – – –
SIM
1000
Sonora Investment Management
Arizona
$76K +$24.1K +666 +50%
38 39
40
41 42