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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1051
Journey Advisory Group
Kentucky
$339K +$6.54K +100 +2%
RWA
1052
Redhawk Wealth Advisors
Minnesota
$338K +$7.32K +112 +2%
MAG
1053
Meadowbrook Advisors Group
New Jersey
$338K – – –
GIM
1054
Groesbeck Investment Management
New Jersey
$338K -$7.84K -120 -3%
NECFA
1055
New England Capital Financial Advisors
Connecticut
$338K +$784 +12 +0.3%
BTW
1056
Boston Trust Walden
Massachusetts
$336K – – –
CNB
1057
Camden National Bank
Maine
$336K +$300K +4,583 New
PPWP
1058
Premier Path Wealth Partners
New Jersey
$336K +$7.97K +122 +3%
BS
1059
Banco Santander
Spain
$335K – – –
AIM
1060
Anchor Investment Management
South Carolina
$334K +$61K +934 +26%
SVCP
1061
Silicon Valley Capital Partners
California
$333K – – –
CIC
1062
Crawford Investment Counsel
Georgia
$333K +$8.63K +132 +3%
CT
1063
Colonial Trust
South Carolina
$331K -$51.9K -794 -15%
HWA
1064
Heritage Wealth Advisors
Virginia
$330K +$243K +3,722 +481%
LAM
1065
L2 Asset Management
Massachusetts
$328K +$13.7K +210 +5%
MYAM
1066
Meiji Yasuda Asset Management
Japan
$328K +$14.4K +220 +5%
ACM
1067
Advisors Capital Management
New Jersey
$327K -$78.7K -1,204 -21%
CFG
1068
Cooper Financial Group
California
$327K +$20.1K +307 +7%
PIP
1069
Philadelphia Investment Partners
New Jersey
$326K – – –
AHL
1070
Abel Hall LLC
Louisiana
$325K -$2.48K -38 -0.9%
PP
1071
PDS Planning
Ohio
$324K +$48.7K +745 +20%
MAM
1072
Mystic Asset Management
Rhode Island
$324K – – –
BHBT
1073
Burke & Herbert Bank & Trust
Virginia
$323K -$63.1K -966 -18%
BA
1074
Bridgewater Advisors
New York
$323K -$7.97K -122 -2%
TFA
1075
Transamerica Financial Advisors
Florida
$321K +$75.4K +1,153 +36%
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43
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