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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1026
Cape Cod Five Cents Savings Bank
Massachusetts
$251K -$4.1K -73 -2%
FAFN
1027
First Affirmative Financial Network
Colorado
$251K +$14.3K +254 +6%
KP
1028
Keel Point
Alabama
$249K +$24.4K +435 +11%
KLCM
1029
KG&L Capital Management
Louisiana
$249K -$2.81K -50 -1%
NFA
1030
Northwest Financial Advisors
Virginia
$247K +$730 +13 +0.3%
PFA
1031
Pure Financial Advisors
California
$246K +$9.49K +169 +4%
UFA
1032
US Financial Advisors
Massachusetts
$246K – – –
SFG
1033
Sovereign Financial Group
Connecticut
$246K – – –
PWPS
1034
Pinnacle Wealth Planning Services
Ohio
$245K -$1.57K -28 -0.7%
PBC
1035
Pavion Blue Capital
California
$245K -$5.45K -97 -2%
FPAS
1036
Focus Partners Advisor Solutions
Missouri
$245K +$237K +4,211 New
CCWM
1037
Cassaday & Co Wealth Management
Virginia
$244K -$10.3K -183 -4%
HCM
1038
Hall Capital Management
Rhode Island
$244K – – –
FFC
1039
First Financial Corp
Indiana
$243K -$28.9K -514 -11%
GRP
1040
Global Retirement Partners
California
$242K +$3.76K +67 +2%
TSS
1041
Two Sigma Securities
New York
$240K +$12.7K +226 +6%
SRL
1042
Scientech Research LLC
New Jersey
$239K +$231K +4,116 New
IHL
1043
Investment House LLC
California
$237K -$92.7K -1,650 -29%
MPI
1044
Mairs & Power Inc
Minnesota
$237K +$6.46K +115 +3%
TPI
1045
Trust Point Inc
Wisconsin
$236K -$6.07K -108 -3%
BMM
1046
Berkshire Money Management
Massachusetts
$236K +$228K +4,064 New
NG
1047
Norden Group
Utah
$235K +$227K +4,048 New
DOA
1048
D'Orazio & Associates
Virginia
$235K -$3.15K -56 -1%
TW
1049
Transform Wealth
Colorado
$233K -$6.57K -117 -3%
WC
1050
Whitney & Co
New York
$233K – – –
40 41
42
43 44