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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
976
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$162K – – –
MMG
977
Monetary Management Group
Missouri
$161K – – –
FP
978
Financial Perspectives
Minnesota
$158K – – –
WSC
979
Wellington Shields & Co
New York
$150K +$30.7K +685 +26%
BTI
980
Blue Trust Inc
Georgia
$150K -$54.8K -1,224 -25%
QC
981
Quent Capital
New York
$141K +$90 +2 +0.1%
BONH
982
Bank of New Hampshire
New Hampshire
$136K -$1.43K -32 -1%
AIP
983
Ahrens Investment Partners
Louisiana
$132K +$129K +2,891 New
BSB
984
Bangor Savings Bank
Maine
$132K – – –
CAM
985
Chesapeake Asset Management
New York
$131K +$128K +2,863 New
EI
986
Ellevest Inc
New York
$130K +$17.1K +383 +16%
MWM
987
Mascoma Wealth Management
New Hampshire
$129K – – –
ACA
988
Atlas Capital Advisors
Wyoming
$125K – – –
EWA
989
EverSource Wealth Advisors
Alabama
$123K +$3.27K +73 +3%
PFBT
990
Parkside Financial Bank & Trust
Missouri
$122K -$20.9K -466 -15%
AA
991
Alta Advisers
United Kingdom
$119K – – –
GWM
992
Geneos Wealth Management
Colorado
$119K -$5.28K -118 -4%
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$118K +$9.44K +211 +9%
GRP
994
Global Retirement Partners
California
$118K +$4.3K +96 +3%
BFPW
995
BOK Financial Private Wealth
Colorado
$117K +$2.19K +49 +2%
EWM
996
Evermay Wealth Management
Virginia
$117K – – –
BWP
997
Baldwin Wealth Partners
Massachusetts
$117K +$448 +10 +0.4%
SC
998
Steph & Co
Wisconsin
$115K – – –
FCB
999
First Command Bank
Texas
$115K -$62.3K -1,393 -36%
FCFS
1000
First Command Financial Services
Texas
$115K -$62.3K -1,393 -36%
38 39
40
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