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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1051
Round Rock Advisors
Connecticut
$233K +$225K +4,013 New
CH
1052
Canton Hathaway
Rhode Island
$233K – – –
IIM
1053
InTrack Investment Management
Vermont
$233K -$517K -9,200 -70%
RWP
1054
RWA Wealth Partners
Massachusetts
$233K -$11K -195 -5%
JEST
1055
JTC Employer Solutions Trustee
Jersey
$232K – – –
PP
1056
PDS Planning
Ohio
$230K +$16.8K +299 +8%
EH
1057
Equitable Holdings
New York
$229K -$26.2K -466 -11%
HC
1058
Hamilton Capital
Ohio
$227K +$219K +3,898 New
BC
1059
Broadwater Capital
Massachusetts
$226K – – –
EI
1060
Ellevest Inc
New York
$226K +$8.09K +144 +4%
CHA
1061
Carmichael Hill & Associates
Maryland
$225K -$16.8K -299 -7%
FAM
1062
Formidable Asset Management
Ohio
$224K -$14.7K -261 -6%
BSHC
1063
Breed's Hill Capital
Massachusetts
$223K +$562 +10 +0.3%
AWM
1064
Angeles Wealth Management
California
$223K -$17.7K -315 -8%
MFA
1065
Mayflower Financial Advisors
Massachusetts
$222K -$3.26K -58 -1%
ST
1066
Smithfield Trust
Pennsylvania
$222K – – –
AUB
1067
Atlantic Union Bankshares
Virginia
$222K – – –
NAMP
1068
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$221K – – –
TA
1069
Townsend & Associates
Colorado
$221K +$281 +5 +0.1%
NFC
1070
Northeast Financial Consultants
Connecticut
$221K – – –
TAM
1071
Todd Asset Management
Kentucky
$220K – – –
PPWP
1072
Premier Path Wealth Partners
New Jersey
$219K -$25.5K -453 -11%
SCM
1073
Stevens Capital Management
Pennsylvania
$219K -$98.8K -1,758 -32%
MCM
1074
Marathon Capital Management
Maryland
$219K +$393 +7 +0.2%
AWM
1075
Aries Wealth Management
Maine
$219K – – –
41 42
43
44 45