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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
1001
Cape Cod Five Cents Savings Bank
Massachusetts
$252K -$571K -10,789 -71%
CCWM
1002
Cassaday & Co Wealth Management
Virginia
$252K -$10.3K -195 -4%
TFS
1003
Thoroughbred Financial Services
Tennessee
$250K -$1.11K -21 -0.5%
Jones Financial Companies
1004
Jones Financial Companies
Missouri
$250K +$18.7K +353 +9%
KLCM
1005
KG&L Capital Management
Louisiana
$250K -$225K -4,250 -49%
MLFP
1006
MPS Loria Financial Planners
Illinois
$250K +$952 +18 +0.4%
FP
1007
Financial Perspectives
Minnesota
$249K +$3.49K +66 +2%
ATC
1008
Adirondack Trust Company
New York
$249K -$16.4K -310 -6%
GWM
1009
GSB Wealth Management
Connecticut
$249K +$159 +3 +0.1%
PBC
1010
Pavion Blue Capital
California
$248K – – –
SWK
1011
Stephen W. Kidder
$244K – – –
PWPS
1012
Pinnacle Wealth Planning Services
Ohio
$244K +$317 +6 +0.1%
NFA
1013
Northwest Financial Advisors
Virginia
$243K +$224K +4,236 New
UFA
1014
US Financial Advisors
Massachusetts
$243K – – –
SFG
1015
Sovereign Financial Group
Connecticut
$243K +$9.95K +188 +5%
PPWP
1016
Premier Path Wealth Partners
New Jersey
$243K +$223K +4,222 New
MCM
1017
Manchester Capital Management
Vermont
$242K +$3.07K +58 +1%
CA
1018
Cullinan Associates
Kentucky
$241K -$305K -5,761 -58%
HCM
1019
Hall Capital Management
Rhode Island
$241K – – –
SA
1020
Strategic Advisors
New York
$241K -$7.25K -137 -3%
RWP
1021
RWA Wealth Partners
Massachusetts
$241K +$222K +4,197 New
JF
1022
Jump Financial
Illinois
$241K +$222K +4,187 New
COCM
1023
Charter Oak Capital Management
New Hampshire
$240K -$2.65K -50 -1%
TPI
1024
Trust Point Inc
Wisconsin
$240K +$221K +4,175 New
IWM
1025
IHT Wealth Management
Illinois
$240K -$57.4K -1,084 -21%