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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
976
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$353K -$11.6K -154 -3%
CT
977
Colonial Trust
South Carolina
$353K +$32.1K +425 +9%
PCA
978
Peddock Capital Advisors
Massachusetts
$352K -$453 -6 -0.1%
HIP
979
HUB Investment Partners
Texas
$352K -$17.7K -235 -4%
NFC
980
Northstar Financial Companies
Pennsylvania
$350K +$387K +5,129 New
CPA
981
Court Place Advisors
Maryland
$349K -$41.3K -548 -10%
RWP
982
RWA Wealth Partners
Massachusetts
$348K -$185K -2,447 -32%
MPPW
983
Mitchell & Pahl Private Wealth
Oklahoma
$347K -$5.58K -74 -1%
CA
984
Cambridge Advisors
Nebraska
$347K -$12.4K -165 -3%
TBC
985
Ted Buchan & Co
California
$346K – – –
RBI
986
Raiffeisen Bank International
Austria
$346K +$382K +5,064 New
DAS
987
Dynamic Advisor Solutions
Arizona
$345K -$132K -1,748 -26%
FCMC
988
Founders Capital Management (Connecticut)
Connecticut
$345K – – –
IAN
989
Integrated Advisors Network
Texas
$344K -$6.71K -89 -2%
CT
990
Clearstead Trust
Maine
$344K +$302 +4 +0.1%
MPWT
991
MassMutual Private Wealth & Trust
Connecticut
$344K +$67.8K +899 +22%
CFO
992
Custos Family Office
Texas
$343K +$380K +5,032 New
HFP
993
Holistic Financial Partners
Indiana
$343K -$830 -11 -0.2%
SFP
994
Sterling Financial Planning
New Jersey
$343K +$2.04K +27 +0.5%
BMCM
995
Bryn Mawr Capital Management
Pennsylvania
$342K -$26.8K -355 -7%
LGF
996
LGT Group Foundation
Liechtenstein
$341K – – –
GCM
997
Glaxis Capital Management
Florida
$341K +$377K +5,000 New
AWF
998
Alpha Wealth Funds
Utah
$341K +$377K +5,000 New
CH
999
Canton Hathaway
Rhode Island
$341K +$37.7K +500 +11%
LBC
1000
Lowe Brockenbrough & Co
Virginia
$341K -$30.2K -400 -7%
38 39
40
41 42