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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1051
Atlantic Union Bankshares
Virginia
$219K -$17.2K -325 -8%
NAMP
1052
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$219K – – –
WA
1053
Waverly Advisors
Alabama
$218K -$4.5K -85 -2%
NFC
1054
Northeast Financial Consultants
Connecticut
$218K – – –
ST
1055
Smithfield Trust
Pennsylvania
$218K -$5.03K -95 -2%
WEG
1056
World Equity Group
Illinois
$218K +$201K +3,795 New
SSWM
1057
Sheets Smith Wealth Management
North Carolina
$218K – – –
PWM
1058
PBMares Wealth Management
Virginia
$218K +$53 +1 +0%
BBI
1059
Baxter Bros Inc
Connecticut
$217K +$370 +7 +0.2%
TAM
1060
Todd Asset Management
Kentucky
$217K – – –
MCM
1061
Marathon Capital Management
Maryland
$216K +$370 +7 +0.2%
AWM
1062
Aries Wealth Management
Maine
$216K -$11.9K -225 -6%
LFS
1063
Leibman Financial Services
Nebraska
$216K +$199K +3,752 New
GBT
1064
Grove Bank & Trust
Florida
$215K – – –
TCA
1065
Transcend Capital Advisors
New Jersey
$215K -$265 -5 -0.1%
EI
1066
Ellevest Inc
New York
$215K +$198K +3,746 New
IIC
1067
Ironwood Investment Counsel
Arizona
$215K – – –
CAM
1068
CPA Asset Management
Florida
$215K – – –
TFM
1069
TFC Financial Management
Massachusetts
$215K – – –
MWP
1070
Madison Wealth Partners
Wisconsin
$213K – – –
PPW
1071
Parcion Private Wealth
Washington
$213K – – –
KCM
1072
Kornitzer Capital Management
Kansas
$212K +$1.16K +22 +0.6%
BOPW
1073
Brandywine Oak Private Wealth
Pennsylvania
$211K – – –
CAAS
1074
Capital Asset Advisory Services
Michigan
$211K +$1.16K +22 +0.6%
CIC
1075
Crawford Investment Counsel
Georgia
$210K – – –
41 42
43
44 45