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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1026
IHT Wealth Management
Illinois
$240K -$57.4K -1,084 -21%
TW
1027
Transform Wealth
Colorado
$240K -$325K -6,139 -60%
CHA
1028
Carmichael Hill & Associates
Maryland
$239K – – –
MIS
1029
Morningstar Investment Services
Illinois
$239K +$219K +4,146 New
AWM
1030
Angeles Wealth Management
California
$239K +$17.9K +338 +9%
FAM
1031
Formidable Asset Management
Ohio
$236K -$5.5K -104 -2%
DOA
1032
D'Orazio & Associates
Virginia
$236K +$15.1K +286 +7%
FAFN
1033
First Affirmative Financial Network
Colorado
$233K +$18.6K +352 +9%
PFA
1034
Pure Financial Advisors
California
$233K -$25.8K -487 -11%
PI
1035
PFG Investments
New York
$233K +$22.1K +417 +11%
RSWM
1036
Robertson Stephens Wealth Management
California
$232K -$106 -2 -0%
JEST
1037
JTC Employer Solutions Trustee
Jersey
$232K – – –
WC
1038
Whitney & Co
New York
$231K – – –
CH
1039
Canton Hathaway
Rhode Island
$230K – – –
GRP
1040
Global Retirement Partners
California
$229K +$48.1K +909 +29%
MPI
1041
Mairs & Power Inc
Minnesota
$228K – – –
AIM
1042
Acropolis Investment Management
Missouri
$225K +$2.22K +42 +1%
IWN
1043
Independent Wealth Network
Iowa
$225K -$8.99K -170 -4%
TSS
1044
Two Sigma Securities
New York
$224K +$206K +3,898 New
BC
1045
Broadwater Capital
Massachusetts
$224K +$206K +3,894 New
MFA
1046
Mayflower Financial Advisors
Massachusetts
$223K -$5.19K -98 -2%
ICG
1047
InterOcean Capital Group
Tennessee
$222K +$205K +3,865 New
KP
1048
Keel Point
Alabama
$221K -$2.54K -48 -1%
BSHC
1049
Breed's Hill Capital
Massachusetts
$220K +$203K +3,834 New
TA
1050
Townsend & Associates
Colorado
$220K +$212K +4,004 New
40 41
42
43 44