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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Aberdeen Wealth Management
Illinois
$239K – – –
GBT
1002
Grove Bank & Trust
Florida
$239K – – –
RT
1003
Rockland Trust
Massachusetts
$238K – – –
EWM
1004
Endowment Wealth Management
Wisconsin
$238K +$236K +4,382 New
COCM
1005
Charter Oak Capital Management
New Hampshire
$237K +$6.53K +121 +3%
TAM
1006
Todd Asset Management
Kentucky
$237K +$236K +4,377 New
WPP
1007
Whalerock Point Partners
Rhode Island
$236K -$2.43K -45 -1%
FIM
1008
Fernwood Investment Management
Massachusetts
$236K -$10.8K -200 -4%
RB
1009
Rodgers Brothers
Pennsylvania
$234K +$16.2K +300 +7%
HFM
1010
Harvest Fund Management
China
$233K -$24.1K -446 -9%
DHGWA
1011
Dixon Hughes Goodman Wealth Advisors
North Carolina
$233K +$232K +4,292 New
WP
1012
WealthSource Partners
California
$232K -$864 -16 -0.4%
PCA
1013
Peddock Capital Advisors
Massachusetts
$232K – – –
TYCC
1014
Texas Yale Capital Corp
Florida
$232K – – –
AA
1015
Advisory Alpha
Michigan
$232K +$230K +4,268 New
PMG
1016
ProVise Management Group
Florida
$231K +$230K +4,266 New
USCWA
1017
U.S. Capital Wealth Advisors
Texas
$230K -$21.9K -405 -9%
ET
1018
Equitable Trust
Tennessee
$230K – – –
NSIM
1019
North Star Investment Management
Illinois
$230K +$2.38K +44 +1%
CC
1020
Commons Capital
Massachusetts
$230K +$229K +4,235 New
UFA
1021
US Financial Advisors
Massachusetts
$229K – – –
FCBT
1022
First Citizens Bank & Trust
North Carolina
$229K +$1.67K +31 +0.7%
MGIA
1023
Matthew Goff Investment Advisor
Texas
$228K -$1.61M -29,810 -88%
MSFS
1024
Main Street Financial Solutions
Pennsylvania
$228K -$9.39K -174 -4%
LWM
1025
Laidlaw Wealth Management
New York
$228K -$6.91K -128 -3%
39 40
41
42 43