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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1026
First Bank & Trust
South Dakota
$341K +$20.3K +291 +7%
TFS
1027
Thoroughbred Financial Services
Tennessee
$341K – – –
PFA
1028
Pure Financial Advisors
California
$340K -$4.53K -65 -2%
PBC
1029
Pavion Blue Capital
California
$340K – – –
GFA
1030
Gallagher Fiduciary Advisors
Illinois
$339K +$67.8K +973 +30%
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$339K -$418 -6 -0.1%
CWG
1032
Cornerstone Wealth Group
North Carolina
$339K +$7.73K +111 +3%
IBOK
1033
Independence Bank of Kentucky
Kentucky
$339K +$15.7K +225 +6%
VI
1034
Versor Investments
New York
$338K +$292K +4,200 New
UFA
1035
US Financial Advisors
Massachusetts
$337K -$3.13K -45 -1%
FTIS
1036
First Trust Investment Solutions
Florida
$335K +$49.2K +706 +20%
CCWM
1037
Cassaday & Co Wealth Management
Virginia
$334K +$6.48K +93 +2%
CAAS
1038
Capital Asset Advisory Services
Michigan
$334K -$31.8K -456 -10%
WIC
1039
Wilkins Investment Counsel
Massachusetts
$333K -$13.2K -190 -4%
MPWT
1040
MassMutual Private Wealth & Trust
Connecticut
$333K -$4.67K -67 -2%
DTC
1041
Davidson Trust Company
Washington
$331K +$50.5K +725 +21%
AWM
1042
Aberdeen Wealth Management
Illinois
$330K -$13.9K -200 -5%
SFG
1043
Sovereign Financial Group
Connecticut
$330K -$6.06K -87 -2%
CT
1044
Chicago Trust
Illinois
$329K +$29.2K +419 +11%
MAWA
1045
Moss Adams Wealth Advisors
Washington
$329K +$45.9K +659 +19%
MA
1046
MONECO Advisors
Connecticut
$329K +$26.1K +375 +10%
SIM
1047
Sentry Investment Management
Wisconsin
$327K +$28.5K +410 +11%
DOA
1048
D'Orazio & Associates
Virginia
$327K +$6.27K +90 +2%
PPWP
1049
Premier Path Wealth Partners
New Jersey
$326K +$3.97K +57 +1%
FB
1050
Fulton Bank
Pennsylvania
$325K -$5.15K -74 -2%
40 41
42
43 44