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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1026
Seeyond
France
$119K +$492 +11 +0.4%
TFM
1027
TFC Financial Management
Massachusetts
$118K +$5.99K +134 +6%
SWA
1028
Sutton Wealth Advisors
Florida
$118K – – –
RWM
1029
Raffa Wealth Management
District of Columbia
$117K – – –
EBSAM
1030
Eubel Brady & Suttman Asset Management
Ohio
$116K -$123K -2,742 -50%
ZB
1031
Zions Bancorporation
Utah
$116K +$492 +11 +0.5%
GCM
1032
Gables Capital Management
Florida
$114K -$56.8K -1,272 -35%
CFG
1033
CKW Financial Group
Hawaii
$110K -$4.47K -100 -4%
CWP
1034
Concord Wealth Partners
Virginia
$109K -$11.3K -253 -10%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$109K +$55.1K +1,234 +123%
MSFP
1036
Mark Sheptoff Financial Planning
Connecticut
$105K +$11.2K +250 +13%
1IA
1037
1834 Investment Advisors
Wisconsin
$104K – – –
VRM
1038
Vectors Research Management
New York
$102K – – –
ACM
1039
AUA Capital Management
Pennsylvania
$100K – – –
BC
1040
Barnett & Company
Tennessee
$97K – – –
FA
1041
Fortis Advisors
Pennsylvania
$97K +$33.5K +750 +60%
CYG
1042
Clean Yield Group
Vermont
$97K +$89.2K +1,997 New
MIM
1043
Meridiem Investment Management
United Kingdom
$96K -$13.4K -300 -13%
MRCM
1044
M&R Capital Management
New Jersey
$95K -$15.6K -350 -15%
HI
1045
Hudock Inc
Pennsylvania
$95K +$179 +4 +0.2%
EWM
1046
Evermay Wealth Management
Virginia
$95K +$87.5K +1,957 New
HS
1047
Horan Securities
United States
$94K – – –
RE
1048
RBC Europe
United Kingdom
$91.6K – – –
FHC
1049
First Horizon Corporation
Tennessee
$91K -$2.32K -52 -3%
CA
1050
Crewe Advisors
Utah
$91K – – –
40 41
42
43 44