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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Hall Capital Management
Rhode Island
$228K – – –
CIC
1027
Crawford Investment Counsel
Georgia
$228K +$11K +204 +5%
TFM
1028
TFC Financial Management
Massachusetts
$228K +$72.9K +1,351 +47%
LWAC
1029
Laurel Wealth Advisors (California)
California
$228K +$227K +4,206 New
DFCM
1030
Dark Forest Capital Management
Puerto Rico
$227K +$77.1K +1,428 +52%
PAI
1031
Pittenger & Anderson Inc
Nebraska
$227K +$143K +2,651 +173%
RWA
1032
Ropes Wealth Advisors
Massachusetts
$225K -$178K -3,293 -44%
PBC
1033
Pavion Blue Capital
California
$225K – – –
ST
1034
Smithfield Trust
Pennsylvania
$225K – – –
IWM
1035
IHT Wealth Management
Illinois
$225K +$224K +4,147 New
DCM
1036
Dupont Capital Management
Delaware
$224K -$147K -2,717 -40%
IWN
1037
Independent Wealth Network
Iowa
$224K -$540 -10 -0.2%
CF
1038
Centaurus Financial
California
$223K +$27.6K +512 +14%
BIAS
1039
Beacon Investment Advisory Services
New Jersey
$222K -$106K -1,961 -32%
DLA
1040
Douglas Lane & Associates
New York
$222K -$32.4K -600 -13%
HIA
1041
Harbor Investment Advisory
Maryland
$222K -$3.18K -59 -1%
AWM
1042
Aries Wealth Management
Maine
$221K – – –
MCM
1043
Manchester Capital Management
Vermont
$221K +$4.05K +75 +2%
MWM
1044
Madison Wealth Management
Ohio
$220K – – –
WC
1045
Whitney & Co
New York
$220K – – –
RWA
1046
Redhawk Wealth Advisors
Minnesota
$220K +$378 +7 +0.2%
WFI
1047
West Family Investments
California
$219K -$25.6K -474 -11%
GDP
1048
Great Diamond Partners
Maine
$219K – – –
HWA
1049
HCR Wealth Advisors
California
$219K +$1.83K +34 +0.8%
GWS
1050
Glassman Wealth Services
Virginia
$219K +$39.1K +725 +22%
40 41
42
43 44