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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1026
Boston Trust Walden
Massachusetts
$258K -$320K -5,400 -54%
SWA
1027
Stratos Wealth Advisors
Ohio
$258K -$17.2K -290 -6%
FNT
1028
First National Trust
Pennsylvania
$258K -$10.7K -180 -4%
BS
1029
Banco Santander
Spain
$257K – – –
SVCP
1030
Silicon Valley Capital Partners
California
$256K – – –
JAG
1031
Journey Advisory Group
Kentucky
$255K – – –
PEWA
1032
Pacific Excel Wealth Advisors
California
$255K +$268K +4,532 New
SYBT
1033
Stock Yards Bank & Trust
Kentucky
$255K -$5.27K -89 -2%
NFC
1034
Northstar Financial Companies
Pennsylvania
$254K -$118 -2 -0%
CAM
1035
Cidel Asset Management
Ontario, Canada
$254K +$267K +4,510 New
7WCP
1036
71 West Capital Partners
Massachusetts
$254K +$267K +4,506 New
RWA
1037
Redhawk Wealth Advisors
Minnesota
$253K -$9.77K -165 -4%
AHL
1038
Abel Hall LLC
Louisiana
$252K +$19.1K +323 +8%
FDS
1039
Freedom Day Solutions
Texas
$252K +$3.85K +65 +1%
PPWP
1040
Premier Path Wealth Partners
New Jersey
$251K +$264K +4,453 New
TAFW
1041
Tred Avon Family Wealth
Maryland
$250K -$9.47K -160 -3%
MAM
1042
Mystic Asset Management
Rhode Island
$248K -$5.68K -96 -2%
CIC
1043
Crawford Investment Counsel
Georgia
$248K -$5.92K -100 -2%
PAM
1044
Paradigm Asset Management
New York
$248K – – –
MWM
1045
Mindset Wealth Management
Indiana
$247K -$65.1K -1,100 -20%
WG
1046
Warner Group
Connecticut
$246K -$7.64K -129 -3%
NPF
1047
Norris Perne & French
Michigan
$245K +$258K +4,356 New
NB
1048
Northwest Bancshares
Pennsylvania
$244K – – –
RWP
1049
RWA Wealth Partners
Massachusetts
$244K -$4.95M -83,639 -95%
ESB
1050
Essex Savings Bank
Connecticut
$243K +$2.72K +46 +1%
40 41
42
43 44