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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
976
Banco Santander
Spain
$310K -$73.4K -1,080 -17%
GWM
977
Geneos Wealth Management
Colorado
$309K -$68.3K -1,006 -16%
AM
978
AGF Management
Ontario, Canada
$309K -$11.7K -172 -3%
CT
979
Clearstead Trust
Maine
$309K -$56.1K -826 -14%
KOMWMG
980
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$308K – – –
ZBNA
981
Zions Bancorporation, National Association
Utah
$308K -$446K -6,569 -56%
CT
982
Colonial Trust
South Carolina
$308K +$15.6K +229 +5%
PCA
983
Peddock Capital Advisors
Massachusetts
$308K – – –
CWG
984
Cornerstone Wealth Group
North Carolina
$308K -$1.36K -20 -0.4%
HCM
985
Howard Capital Management
Georgia
$307K +$10.6K +156 +3%
PAS
986
PKS Advisory Services
New York
$305K +$611 +9 +0.2%
CAM
987
Covenant Asset Management
New Jersey
$304K -$27.2K -400 -7%
BWP
988
BSW Wealth Partners
Colorado
$304K -$154K -2,261 -31%
CWM
989
Cornerstone Wealth Management
Missouri
$303K -$53K -780 -13%
TBC
990
Ted Buchan & Co
California
$303K – – –
PA
991
Procyon Advisors
Connecticut
$303K +$39.3K +579 +13%
FCMC
992
Founders Capital Management (Connecticut)
Connecticut
$301K – – –
SFP
993
Sterling Financial Planning
New Jersey
$300K – – –
CH
994
Canton Hathaway
Rhode Island
$299K – – –
FHA
995
Flagship Harbor Advisors
Massachusetts
$299K +$543 +8 +0.2%
GAM
996
Groupama Asset Management
France
$297K -$675K -9,935 -67%
RG
997
Rathbones Group
United Kingdom
$297K -$18.8K -276 -5%
LGF
998
LGT Group Foundation
Liechtenstein
$297K – – –
AF
999
Arrow Financial
New York
$297K -$14.3K -211 -4%
MPPW
1000
Mitchell & Pahl Private Wealth
Oklahoma
$297K -$4.28K -63 -1%
38 39
40
41 42