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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
976
Ritholtz Wealth Management
New York
$209K +$192K +4,306 New
TYCC
977
Texas Yale Capital Corp
Florida
$208K +$191K +4,270 New
WFI
978
West Family Investments
California
$208K +$191K +4,281 New
ET
979
Equitable Trust
Tennessee
$206K +$189K +4,232 New
KWM
980
Keebeck Wealth Management
Illinois
$205K +$188K +4,200 New
PMG
981
ProVise Management Group
Florida
$205K +$188K +4,211 New
CAM
982
Claret Asset Management
Quebec, Canada
$205K +$188K +4,217 New
UFA
983
US Financial Advisors
Massachusetts
$205K +$189K +4,228 New
NSIM
984
North Star Investment Management
Illinois
$204K +$51.9K +1,161 +38%
SYBT
985
Stock Yards Bank & Trust
Kentucky
$204K +$187K +4,192 New
HCM
986
Hall Capital Management
Rhode Island
$204K +$188K +4,200 New
RT
987
Rockland Trust
Massachusetts
$204K +$188K +4,204 New
MWM
988
Madison Wealth Management
Ohio
$203K -$48.4K -1,082 -21%
FWIA
989
Fort Washington Investment Advisors
Ohio
$203K +$187K +4,190 New
ST
990
Smithfield Trust
Pennsylvania
$202K -$51.6K -1,155 -22%
COCM
991
Charter Oak Capital Management
New Hampshire
$202K -$849 -19 -0.5%
PBC
992
Pavion Blue Capital
California
$202K +$186K +4,154 New
TFS
993
TrustCore Financial Services
Tennessee
$201K +$268 +6 +0.1%
RWA
994
Redhawk Wealth Advisors
Minnesota
$201K +$185K +4,137 New
MCM
995
Manchester Capital Management
Vermont
$199K – – –
ACA
996
Atlas Capital Advisors
Wyoming
$193K -$90.9K -2,035 -34%
HFM
997
Harvest Fund Management
China
$187K +$31.6K +707 +23%
M
998
Mirova
France
$185K – – –
FF
999
FourThought Financial
Florida
$183K +$60.7K +1,359 +56%
FMTCOCP
1000
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K -$9.83K -220 -6%
38 39
40
41 42