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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1026
Commons Capital
Massachusetts
$230K +$229K +4,235 New
UFA
1027
US Financial Advisors
Massachusetts
$229K – – –
FCBT
1028
First Citizens Bank & Trust
North Carolina
$229K +$1.67K +31 +0.7%
MGIA
1029
Matthew Goff Investment Advisor
Texas
$228K -$1.61M -29,810 -88%
MSFS
1030
Main Street Financial Solutions
Pennsylvania
$228K -$9.39K -174 -4%
LWM
1031
Laidlaw Wealth Management
New York
$228K -$6.91K -128 -3%
HCM
1032
Hall Capital Management
Rhode Island
$228K – – –
CIC
1033
Crawford Investment Counsel
Georgia
$228K +$11K +204 +5%
TFM
1034
TFC Financial Management
Massachusetts
$228K +$72.9K +1,351 +47%
LWAC
1035
Laurel Wealth Advisors (California)
California
$228K +$227K +4,206 New
DFCM
1036
Dark Forest Capital Management
Puerto Rico
$227K +$77.1K +1,428 +52%
PAI
1037
Pittenger & Anderson Inc
Nebraska
$227K +$143K +2,651 +173%
RWA
1038
Ropes Wealth Advisors
Massachusetts
$225K -$178K -3,293 -44%
PBC
1039
Pavion Blue Capital
California
$225K – – –
ST
1040
Smithfield Trust
Pennsylvania
$225K – – –
IWM
1041
IHT Wealth Management
Illinois
$225K +$224K +4,147 New
DCM
1042
Dupont Capital Management
Delaware
$224K -$147K -2,717 -40%
IWN
1043
Independent Wealth Network
Iowa
$224K -$540 -10 -0.2%
CF
1044
Centaurus Financial
California
$223K +$27.6K +512 +14%
BIAS
1045
Beacon Investment Advisory Services
New Jersey
$222K -$106K -1,961 -32%
DLA
1046
Douglas Lane & Associates
New York
$222K -$32.4K -600 -13%
HIA
1047
Harbor Investment Advisory
Maryland
$222K -$3.18K -59 -1%
AWM
1048
Aries Wealth Management
Maine
$221K – – –
MCM
1049
Manchester Capital Management
Vermont
$221K +$4.05K +75 +2%
MWM
1050
Madison Wealth Management
Ohio
$220K – – –
40 41
42
43 44