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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
976
Mascoma Wealth Management
New Hampshire
$125K +$115K +2,960 New
OSAM
977
O'Shaughnessy Asset Management
Connecticut
$122K +$12.4K +319 +12%
AWM
978
AllSquare Wealth Management
New York
$120K – – –
DSC
979
Duncker Streett & Co
Missouri
$116K +$194 +5 +0.2%
AWM
980
Accel Wealth Management
Iowa
$114K +$17.5K +451 +20%
IWMA
981
Ironwood Wealth Management (Arizona)
Arizona
$111K – – –
OC
982
Oakworth Capital
Alabama
$111K +$52.9K +1,360 +106%
CFFP
983
Center for Financial Planning
Michigan
$110K – – –
NL
984
NVWM LLC
Pennsylvania
$107K -$10.3K -264 -9%
SC
985
Steph & Co
Wisconsin
$107K – – –
CWP
986
Concord Wealth Partners
Virginia
$106K -$6.76K -174 -6%
HCM
987
Huber Capital Management
California
$106K +$97.2K +2,500 New
S
988
Seeyond
France
$103K -$248K -6,369 -72%
CPFP
989
Clear Perspectives Financial Planning
Ohio
$103K – – –
SWA
990
Sutton Wealth Advisors
Florida
$102K +$1.17K +30 +1%
FF
991
FourThought Financial
Florida
$102K -$4.16K -107 -4%
RWM
992
Raffa Wealth Management
District of Columbia
$102K +$1.32K +34 +1%
ZB
993
Zions Bancorporation
Utah
$100K -$2.29K -59 -2%
CFG
994
CKW Financial Group
Hawaii
$99K – – –
BCA
995
Berman Capital Advisors
Georgia
$99K +$16.5K +425 +22%
MRCM
996
M&R Capital Management
New Jersey
$98K -$26.3K -677 -23%
TFM
997
TFC Financial Management
Massachusetts
$97K +$117 +3 +0.1%
MIM
998
Meridiem Investment Management
United Kingdom
$96K +$88.5K +2,275 New
SCA
999
Stonebridge Capital Advisors
Minnesota
$93K +$86K +2,211 New
PCM
1000
Penserra Capital Management
California
$92K +$13.6K +351 +19%
38 39
40
41 42