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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1026
Townsend & Associates
Colorado
$270K +$1.72K +28 +0.7%
NFA
1027
Northwest Financial Advisors
Virginia
$269K +$737 +12 +0.3%
TFS
1028
Thoroughbred Financial Services
Tennessee
$267K +$260K +4,242 New
UFA
1029
US Financial Advisors
Massachusetts
$267K – – –
MF
1030
Montis Financial
Massachusetts
$267K -$10.7K -175 -4%
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$266K – – –
PBC
1032
Pavion Blue Capital
California
$266K – – –
MPWT
1033
MassMutual Private Wealth & Trust
Connecticut
$265K +$66.2K +1,078 +35%
HCM
1034
Hall Capital Management
Rhode Island
$265K – – –
SFG
1035
Sovereign Financial Group
Connecticut
$264K -$2.27K -37 -0.9%
RCM
1036
Radnor Capital Management
Pennsylvania
$264K +$41.1K +670 +19%
EH
1037
Equitable Holdings
New York
$261K +$11.5K +187 +5%
FB
1038
Fulton Bank
Pennsylvania
$260K -$45.6K -743 -15%
KLCM
1039
KG&L Capital Management
Louisiana
$259K -$6.14K -100 -2%
CWG
1040
Cornerstone Wealth Group
North Carolina
$259K +$252K +4,104 New
CCWM
1041
Cassaday & Co Wealth Management
Virginia
$256K -$8.84K -144 -3%
FFC
1042
First Financial Corp
Indiana
$256K -$7.67K -125 -3%
TW
1043
Transform Wealth
Colorado
$253K -$860 -14 -0.3%
RRA
1044
Round Rock Advisors
Connecticut
$253K – – –
WC
1045
Whitney & Co
New York
$253K – – –
JEST
1046
JTC Employer Solutions Trustee
Jersey
$253K +$246 +4 +0.1%
IIM
1047
InTrack Investment Management
Vermont
$253K – – –
RWP
1048
RWA Wealth Partners
Massachusetts
$252K – – –
EI
1049
Ellevest Inc
New York
$252K +$6.88K +112 +3%
AWA
1050
Aaron Wealth Advisors
Illinois
$252K +$245K +3,998 New
40 41
42
43 44