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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
976
O'Shaughnessy Asset Management
Connecticut
$97K +$35.6K +983 +62%
SC
977
Steph & Co
Wisconsin
$95K – – –
FF
978
FourThought Financial
Florida
$95K +$91.6K +2,530 New
PWPS
979
Pinnacle Wealth Planning Services
Ohio
$93K +$89.2K +2,465 New
ZB
980
Zions Bancorporation
Utah
$92K -$14.2K -391 -14%
CPFP
981
Clear Perspectives Financial Planning
Ohio
$92K +$88.4K +2,442 New
SWA
982
Sutton Wealth Advisors
Florida
$90.2K +$579 +16 +0.7%
MC
983
Maverick Capital
Texas
$90K +$86.8K +2,397 New
RWM
984
Raffa Wealth Management
District of Columbia
$89.5K -$796 -22 -0.9%
CFG
985
CKW Financial Group
Hawaii
$89K +$14.5K +400 +21%
EI
986
Ellevest Inc
New York
$88K +$29.4K +813 +54%
TFM
987
TFC Financial Management
Massachusetts
$87K +$29.8K +824 +56%
PK
988
Pflug Koory
Nebraska
$86K -$4.67K -129 -5%
AWM
989
Accel Wealth Management
Iowa
$84K +$81K +2,239 New
RIM
990
Rockbridge Investment Management
New York
$82K – – –
1IA
991
1834 Investment Advisors
Wisconsin
$81K – – –
CTFG
992
Capstone Triton Financial Group
Oklahoma
$81K +$77.9K +2,152 New
VRM
993
Vectors Research Management
New York
$79K -$471 -13 -0.6%
ACM
994
AUA Capital Management
Pennsylvania
$77K – – –
HDIM
995
Hanson & Doremus Investment Management
Vermont
$77K – – –
CA
996
Crewe Advisors
Utah
$76K – – –
SIM
997
Sonora Investment Management
Arizona
$76K +$24.1K +666 +50%
GC
998
Grace Capital
Massachusetts
$75K +$36.2K +1,000 +100%
HS
999
Horan Securities
United States
$73K – – –
BCA
1000
Berman Capital Advisors
Georgia
$73K +$21.3K +589 +44%
38 39
40
41 42