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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1026
Fire Capital Management
California
$280K – – –
EWM
1027
Endowment Wealth Management
Wisconsin
$280K -$5.43K -80 -2%
NDSI
1028
Newman Dignan & Sheerar Inc
Rhode Island
$279K – – –
NFC
1029
Northstar Financial Companies
Pennsylvania
$278K -$16.2K -239 -5%
CI
1030
Conning Inc
Connecticut
$278K – – –
PAS
1031
Parsonex Advisory Services
Colorado
$277K +$1.02K +15 +0.3%
PWP
1032
Phillips Wealth Planners
Mississippi
$277K +$87.2K +1,284 +38%
PAMG
1033
Patton Albertson Miller Group
Tennessee
$276K +$314K +4,620 New
HWA
1034
HCR Wealth Advisors
California
$275K +$13.1K +193 +4%
MSWA
1035
Marshall & Sterling Wealth Advisors
New York
$275K +$4.69K +69 +2%
JAG
1036
Journey Advisory Group
Kentucky
$273K -$27.2K -400 -8%
AIM
1037
Anchor Investment Management
South Carolina
$273K -$20.4K -300 -6%
CCFCSB
1038
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
OIA
1039
Optimum Investment Advisors
Illinois
$272K – – –
SVCP
1040
Silicon Valley Capital Partners
California
$271K – – –
MYIA
1041
Mount Yale Investment Advisors
Colorado
$270K +$301K +4,433 +5,277%
RWP
1042
RWA Wealth Partners
Massachusetts
$269K -$204K -2,997 -40%
JIC
1043
Joel Isaacson & Co
New York
$267K +$83.1K +1,223 +38%
AA
1044
Alta Advisers
United Kingdom
$266K – – –
TYCC
1045
Texas Yale Capital Corp
Florida
$266K -$19K -280 -6%
OAM
1046
Ostrum Asset Management
France
$266K -$9.38K -138 -3%
CT
1047
Chicago Trust
Illinois
$264K +$15.9K +234 +6%
AWE
1048
Avidian Wealth Enterprises
Texas
$263K +$45.7K +672 +18%
FDS
1049
Freedom Day Solutions
Texas
$263K +$68 +1 +0%
ADL
1050
Asset Dedication LLC
California
$263K -$57.5K -846 -16%
40 41
42
43 44