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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
976
Wescott Financial Advisory Group
Pennsylvania
$285K – – –
HTC
977
Haverford Trust Company
Pennsylvania
$285K +$275K +4,902 New
FB
978
Fulton Bank
Pennsylvania
$283K -$3.37K -60 -1%
LA
979
LM Advisors
California
$282K – – –
CAAS
980
Capital Asset Advisory Services
Michigan
$281K +$73.5K +1,309 +36%
AFA
981
AA Financial Advisors
Ohio
$280K +$271K +4,825 New
HIP
982
HUB Investment Partners
Texas
$280K +$271K +4,821 New
GWM
983
GSB Wealth Management
Connecticut
$280K +$27.8K +494 +11%
OPCM
984
Osborne Partners Capital Management
California
$279K -$5.62K -100 -2%
MCA
985
MSH Capital Advisors
Arizona
$277K -$25.7K -458 -9%
CI
986
Conning Inc
Connecticut
$277K -$16.3K -290 -6%
AIM
987
Artemis Investment Management
United Kingdom
$275K -$340K -6,057 -56%
EWA
988
EverSource Wealth Advisors
Alabama
$274K -$55.4K -986 -18%
APWM
989
Atlas Private Wealth Management
New York
$273K -$7.58K -135 -3%
ACM
990
Advisors Capital Management
New Jersey
$273K -$3.12M -55,581 -92%
NDSI
991
Newman Dignan & Sheerar Inc
Rhode Island
$273K – – –
RWA
992
Redhawk Wealth Advisors
Minnesota
$273K +$337 +6 +0.1%
CWM
993
Cedar Wealth Management
California
$272K -$63.2K -1,125 -19%
LSA
994
Leonteq Securities AG
Switzerland
$272K +$58.5K +1,042 +29%
WEG
995
World Equity Group
Illinois
$271K +$49.2K +875 +23%
SL
996
Sentry LLC
Tennessee
$271K – – –
SAM
997
Steinberg Asset Management
New York
$269K -$4.72K -84 -2%
TVAMP
998
Tennessee Valley Asset Management Partners
Tennessee
$268K -$258K -4,592 -50%
OWM
999
OneAscent Wealth Management
Alabama
$268K +$259K +4,611 New
FP
1000
Financial Perspectives
Minnesota
$268K +$15.2K +271 +6%
38 39
40
41 42