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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1001
Arrow Financial
New York
$380K -$12.8K -189 -4%
IAN
1002
Integrated Advisors Network
Texas
$379K +$17.1K +252 +5%
CWG
1003
Cornerstone Wealth Group
North Carolina
$379K -$6.99K -103 -2%
KOMWMG
1004
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$378K – – –
PCA
1005
Peddock Capital Advisors
Massachusetts
$378K – – –
DC
1006
DeDora Capital
California
$375K +$347K +5,118 New
PAS
1007
PKS Advisory Services
New York
$373K +$11.7K +173 +4%
MWM
1008
Mindset Wealth Management
Indiana
$372K +$345K +5,086 New
TBC
1009
Ted Buchan & Co
California
$371K – – –
HFP
1010
Holistic Financial Partners
Indiana
$370K -$1.7K -25 -0.5%
FCMC
1011
Founders Capital Management (Connecticut)
Connecticut
$370K – – –
VA
1012
VestGen Advisors
Illinois
$369K +$16.8K +248 +5%
MPPW
1013
Mitchell & Pahl Private Wealth
Oklahoma
$369K – – –
SFP
1014
Sterling Financial Planning
New Jersey
$368K – – –
DCM
1015
Donaldson Capital Management
Indiana
$366K -$124K -1,821 -27%
CH
1016
Canton Hathaway
Rhode Island
$366K – – –
LGF
1017
LGT Group Foundation
Liechtenstein
$366K – – –
FHA
1018
Flagship Harbor Advisors
Massachusetts
$366K +$204 +3 +0.1%
SYBT
1019
Stock Yards Bank & Trust
Kentucky
$366K -$5.77K -85 -2%
DAS
1020
Dynamic Advisor Solutions
Arizona
$365K -$4.82K -71 -1%
NIM
1021
Northeast Investment Management
Massachusetts
$365K – – –
HCM
1022
Howard Capital Management
Georgia
$365K -$3.05K -45 -0.9%
NECFA
1023
New England Capital Financial Advisors
Connecticut
$364K +$679 +10 +0.2%
JAG
1024
Journey Advisory Group
Kentucky
$364K +$28.8K +425 +9%
CAMG
1025
CWA Asset Management Group
Florida
$364K +$49.2K +725 +17%
39 40
41
42 43