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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1001
First Horizon Corporation
Tennessee
$72K -$1.88K -52 -3%
MSFP
1002
Mark Sheptoff Financial Planning
Connecticut
$72K – – –
FWM
1003
Filbrandt Wealth Management
Wisconsin
$70K – – –
JFGIW
1004
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K +$67.5K +1,866 New
CYG
1005
Clean Yield Group
Vermont
$69K +$4.74K +131 +8%
PCM
1006
Penserra Capital Management
California
$69K +$13.8K +380 +26%
TIAM2
1007
Tru Independence Asset Management 2
Oregon
$69K +$66.6K +1,840 New
HCM
1008
Highlander Capital Management
New Jersey
$68K – – –
GLLW
1009
Graves Light Lenhart Wealth
Virginia
$68K +$65.6K +1,812 New
CAL
1010
Capital Advisors Ltd
Ohio
$66K – – –
SIAP
1011
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$66K – – –
APW
1012
Acima Private Wealth
Virginia
$63K – – –
OPW
1013
Oxler Private Wealth
New York
$62K +$59.7K +1,650 New
BWA
1014
Burt Wealth Advisors
Maryland
$61K – – –
AWG
1015
Altus Wealth Group
Colorado
$61K +$58.5K +1,617 New
KFA
1016
Kelleher Financial Advisors
New York
$60K – – –
MCM
1017
MV Capital Management
Maryland
$60K – – –
LWA
1018
Lenox Wealth Advisors
New York
$60K +$41.4K +1,144 +262%
NWA
1019
Navis Wealth Advisors
New York
$60K +$58K +1,603 New
GRP
1020
Global Retirement Partners
California
$59K -$9.01K -249 -14%
AWA
1021
Arkadios Wealth Advisors
Georgia
$59K -$4.63K -128 -8%
LWM
1022
Liberty Wealth Management
California
$59K +$181 +5 +0.3%
ARMC
1023
American Research & Management Company
Massachusetts
$58K -$36.2K -1,000 -39%
TF
1024
Tompkins Financial
New York
$57K -$5.07K -140 -8%
JGIA
1025
Jackson Grant Investment Advisers
Connecticut
$57K +$3.69K +102 +7%
39 40
41
42 43