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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
976
Keebeck Wealth Management
Illinois
$205K +$188K +4,200 New
PMG
977
ProVise Management Group
Florida
$205K +$188K +4,211 New
CAM
978
Claret Asset Management
Quebec, Canada
$205K +$188K +4,217 New
UFA
979
US Financial Advisors
Massachusetts
$205K +$189K +4,228 New
NSIM
980
North Star Investment Management
Illinois
$204K +$51.9K +1,161 +38%
SYBT
981
Stock Yards Bank & Trust
Kentucky
$204K +$187K +4,192 New
HCM
982
Hall Capital Management
Rhode Island
$204K +$188K +4,200 New
RT
983
Rockland Trust
Massachusetts
$204K +$188K +4,204 New
MWM
984
Madison Wealth Management
Ohio
$203K -$48.4K -1,082 -21%
FWIA
985
Fort Washington Investment Advisors
Ohio
$203K +$187K +4,190 New
ST
986
Smithfield Trust
Pennsylvania
$202K -$51.6K -1,155 -22%
COCM
987
Charter Oak Capital Management
New Hampshire
$202K -$849 -19 -0.5%
PBC
988
Pavion Blue Capital
California
$202K +$186K +4,154 New
TFS
989
TrustCore Financial Services
Tennessee
$201K +$268 +6 +0.1%
RWA
990
Redhawk Wealth Advisors
Minnesota
$201K +$185K +4,137 New
MCM
991
Manchester Capital Management
Vermont
$199K – – –
ACA
992
Atlas Capital Advisors
Wyoming
$193K -$90.9K -2,035 -34%
SCA
993
Stonebridge Capital Advisors
Minnesota
$192K +$91.2K +2,040 +92%
HFM
994
Harvest Fund Management
China
$187K +$31.6K +707 +23%
M
995
Mirova
France
$185K – – –
FF
996
FourThought Financial
Florida
$183K +$60.7K +1,359 +56%
FMTCOCP
997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K -$9.83K -220 -6%
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$1.65K +37 +1%
ACM
999
Anfield Capital Management
California
$177K +$163K +3,648 New
FFC
1000
First Financial Corp
Indiana
$176K -$1.56K -35 -1%
38 39
40
41 42