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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
976
Choreo LLC
Illinois
$256K -$24.4K -452 -9%
FAM
977
Formidable Asset Management
Ohio
$256K -$11.7K -216 -4%
BA
978
Bridgewater Advisors
New York
$256K +$1.89K +35 +0.7%
FCMC
979
Founders Capital Management (Connecticut)
Connecticut
$255K -$2.43K -45 -0.9%
SWMP
980
Signature Wealth Management Partners
New Jersey
$255K – – –
T
981
TCWP
Ohio
$253K +$252K +4,676 New
SSWM
982
Sheets Smith Wealth Management
North Carolina
$252K – – –
AWM
983
Apollon Wealth Management
South Carolina
$252K +$250K +4,636 New
MCCP
984
Mission Creek Capital Partners
California
$250K -$16K -297 -6%
RCM
985
Radnor Capital Management
Pennsylvania
$250K – – –
MWM
986
Minot Wealth Management
Massachusetts
$250K +$2.27K +42 +0.9%
CAM
987
Congress Asset Management
Massachusetts
$250K +$5.88K +109 +2%
CW
988
CreativeOne Wealth
Kansas
$250K +$31.2K +579 +14%
HH
989
Hilltop Holdings
Texas
$249K -$139K -2,584 -36%
CG
990
Cutler Group
California
$249K -$63.6K -1,179 -20%
NGA
991
Naples Global Advisors
Florida
$248K -$9.45K -175 -4%
AF
992
Allworth Financial
California
$248K +$68.7K +1,273 +39%
BBI
993
Baxter Bros Inc
Connecticut
$247K -$10.8K -200 -4%
SVCP
994
Silicon Valley Capital Partners
California
$247K – – –
DMBA
995
Deseret Mutual Benefit Administrators
Utah
$247K +$70.6K +1,309 +40%
MLFP
996
MPS Loria Financial Planners
Illinois
$244K – – –
APWM
997
Atlas Private Wealth Management
New York
$244K +$243K +4,500 New
LCS
998
Levin Capital Strategies
New York
$243K +$241K +4,472 New
AIM
999
Acropolis Investment Management
Missouri
$241K -$486 -9 -0.2%
GD
1000
Grandfield & Dodd
New York
$240K -$971 -18 -0.4%
38 39
40
41 42