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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
976
Colonial Trust
South Carolina
$353K +$32.1K +425 +9%
PCA
977
Peddock Capital Advisors
Massachusetts
$352K -$453 -6 -0.1%
HIP
978
HUB Investment Partners
Texas
$352K -$17.7K -235 -4%
NFC
979
Northstar Financial Companies
Pennsylvania
$350K +$387K +5,129 New
CPA
980
Court Place Advisors
Maryland
$349K -$41.3K -548 -10%
RWP
981
RWA Wealth Partners
Massachusetts
$348K -$185K -2,447 -32%
MPPW
982
Mitchell & Pahl Private Wealth
Oklahoma
$347K -$5.58K -74 -1%
CA
983
Cambridge Advisors
Nebraska
$347K -$12.4K -165 -3%
TBC
984
Ted Buchan & Co
California
$346K – – –
RBI
985
Raiffeisen Bank International
Austria
$346K +$382K +5,064 New
DAS
986
Dynamic Advisor Solutions
Arizona
$345K -$132K -1,748 -26%
FCMC
987
Founders Capital Management (Connecticut)
Connecticut
$345K – – –
IAN
988
Integrated Advisors Network
Texas
$344K -$6.71K -89 -2%
CT
989
Clearstead Trust
Maine
$344K +$302 +4 +0.1%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$344K +$67.8K +899 +22%
CFO
991
Custos Family Office
Texas
$343K +$380K +5,032 New
HFP
992
Holistic Financial Partners
Indiana
$343K -$830 -11 -0.2%
SFP
993
Sterling Financial Planning
New Jersey
$343K +$2.04K +27 +0.5%
BMCM
994
Bryn Mawr Capital Management
Pennsylvania
$342K -$26.8K -355 -7%
LGF
995
LGT Group Foundation
Liechtenstein
$341K – – –
GCM
996
Glaxis Capital Management
Florida
$341K +$377K +5,000 New
AWF
997
Alpha Wealth Funds
Utah
$341K +$377K +5,000 New
CH
998
Canton Hathaway
Rhode Island
$341K +$37.7K +500 +11%
LBC
999
Lowe Brockenbrough & Co
Virginia
$341K -$30.2K -400 -7%
NIM
1000
Northeast Investment Management
Massachusetts
$341K – – –
38 39
40
41 42