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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1001
Deseret Mutual Benefit Administrators
Utah
$247K +$70.6K +1,309 +40%
MLFP
1002
MPS Loria Financial Planners
Illinois
$244K – – –
APWM
1003
Atlas Private Wealth Management
New York
$244K +$243K +4,500 New
LCS
1004
Levin Capital Strategies
New York
$243K +$241K +4,472 New
AIM
1005
Acropolis Investment Management
Missouri
$241K -$486 -9 -0.2%
GD
1006
Grandfield & Dodd
New York
$240K -$971 -18 -0.4%
AWM
1007
Aberdeen Wealth Management
Illinois
$239K – – –
GBT
1008
Grove Bank & Trust
Florida
$239K – – –
RT
1009
Rockland Trust
Massachusetts
$238K – – –
EWM
1010
Endowment Wealth Management
Wisconsin
$238K +$236K +4,382 New
COCM
1011
Charter Oak Capital Management
New Hampshire
$237K +$6.53K +121 +3%
TAM
1012
Todd Asset Management
Kentucky
$237K +$236K +4,377 New
WPP
1013
Whalerock Point Partners
Rhode Island
$236K -$2.43K -45 -1%
FIM
1014
Fernwood Investment Management
Massachusetts
$236K -$10.8K -200 -4%
RB
1015
Rodgers Brothers
Pennsylvania
$234K +$16.2K +300 +7%
HFM
1016
Harvest Fund Management
China
$233K -$24.1K -446 -9%
DHGWA
1017
Dixon Hughes Goodman Wealth Advisors
North Carolina
$233K +$232K +4,292 New
WP
1018
WealthSource Partners
California
$232K -$864 -16 -0.4%
PCA
1019
Peddock Capital Advisors
Massachusetts
$232K – – –
TYCC
1020
Texas Yale Capital Corp
Florida
$232K – – –
AA
1021
Advisory Alpha
Michigan
$232K +$230K +4,268 New
PMG
1022
ProVise Management Group
Florida
$231K +$230K +4,266 New
USCWA
1023
U.S. Capital Wealth Advisors
Texas
$230K -$21.9K -405 -9%
ET
1024
Equitable Trust
Tennessee
$230K – – –
NSIM
1025
North Star Investment Management
Illinois
$230K +$2.38K +44 +1%
39 40
41
42 43