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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1026
Transform Wealth
Colorado
$240K -$325K -6,139 -60%
CHA
1027
Carmichael Hill & Associates
Maryland
$239K – – –
MIS
1028
Morningstar Investment Services
Illinois
$239K +$219K +4,146 New
AWM
1029
Angeles Wealth Management
California
$239K +$17.9K +338 +9%
FAM
1030
Formidable Asset Management
Ohio
$236K -$5.5K -104 -2%
DOA
1031
D'Orazio & Associates
Virginia
$236K +$15.1K +286 +7%
FAFN
1032
First Affirmative Financial Network
Colorado
$233K +$18.6K +352 +9%
PFA
1033
Pure Financial Advisors
California
$233K -$25.8K -487 -11%
PI
1034
PFG Investments
New York
$233K +$22.1K +417 +11%
RSWM
1035
Robertson Stephens Wealth Management
California
$232K -$106 -2 -0%
JEST
1036
JTC Employer Solutions Trustee
Jersey
$232K – – –
WC
1037
Whitney & Co
New York
$231K – – –
CH
1038
Canton Hathaway
Rhode Island
$230K – – –
GRP
1039
Global Retirement Partners
California
$229K +$48.1K +909 +29%
MPI
1040
Mairs & Power Inc
Minnesota
$228K – – –
AIM
1041
Acropolis Investment Management
Missouri
$225K +$2.22K +42 +1%
IWN
1042
Independent Wealth Network
Iowa
$225K -$8.99K -170 -4%
TSS
1043
Two Sigma Securities
New York
$224K +$206K +3,898 New
BC
1044
Broadwater Capital
Massachusetts
$224K +$206K +3,894 New
MFA
1045
Mayflower Financial Advisors
Massachusetts
$223K -$5.19K -98 -2%
ICG
1046
InterOcean Capital Group
Tennessee
$222K +$205K +3,865 New
KP
1047
Keel Point
Alabama
$221K -$2.54K -48 -1%
BSHC
1048
Breed's Hill Capital
Massachusetts
$220K +$203K +3,834 New
TA
1049
Townsend & Associates
Colorado
$220K +$212K +4,004 New
AUB
1050
Atlantic Union Bankshares
Virginia
$219K -$17.2K -325 -8%
40 41
42
43 44