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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1051
D'Orazio & Associates
Virginia
$235K -$3.15K -56 -1%
TW
1052
Transform Wealth
Colorado
$233K -$6.57K -117 -3%
WC
1053
Whitney & Co
New York
$233K – – –
RRA
1054
Round Rock Advisors
Connecticut
$233K +$225K +4,013 New
CH
1055
Canton Hathaway
Rhode Island
$233K – – –
IIM
1056
InTrack Investment Management
Vermont
$233K -$517K -9,200 -70%
RWP
1057
RWA Wealth Partners
Massachusetts
$233K -$11K -195 -5%
JEST
1058
JTC Employer Solutions Trustee
Jersey
$232K – – –
PP
1059
PDS Planning
Ohio
$230K +$16.8K +299 +8%
EH
1060
Equitable Holdings
New York
$229K -$26.2K -466 -11%
HC
1061
Hamilton Capital
Ohio
$227K +$219K +3,898 New
BC
1062
Broadwater Capital
Massachusetts
$226K – – –
EI
1063
Ellevest Inc
New York
$226K +$8.09K +144 +4%
CHA
1064
Carmichael Hill & Associates
Maryland
$225K -$16.8K -299 -7%
FAM
1065
Formidable Asset Management
Ohio
$224K -$14.7K -261 -6%
BSHC
1066
Breed's Hill Capital
Massachusetts
$223K +$562 +10 +0.3%
AWM
1067
Angeles Wealth Management
California
$223K -$17.7K -315 -8%
MFA
1068
Mayflower Financial Advisors
Massachusetts
$222K -$3.26K -58 -1%
ST
1069
Smithfield Trust
Pennsylvania
$222K – – –
AUB
1070
Atlantic Union Bankshares
Virginia
$222K – – –
NAMP
1071
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$221K – – –
TA
1072
Townsend & Associates
Colorado
$221K +$281 +5 +0.1%
NFC
1073
Northeast Financial Consultants
Connecticut
$221K – – –
TAM
1074
Todd Asset Management
Kentucky
$220K – – –
PPWP
1075
Premier Path Wealth Partners
New Jersey
$219K -$25.5K -453 -11%
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