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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1051
Aaron Wealth Advisors
Illinois
$252K +$245K +3,998 New
PPWP
1052
Premier Path Wealth Partners
New Jersey
$252K +$13.5K +220 +6%
IBOK
1053
Independence Bank of Kentucky
Kentucky
$251K +$172K +2,800 +237%
DOA
1054
D'Orazio & Associates
Virginia
$251K -$4.42K -72 -2%
HBW
1055
Hazlett, Burt & Watson
West Virginia
$249K +$104K +1,687 +74%
FBT
1056
First Bank & Trust
South Dakota
$249K +$12.7K +207 +6%
MCM
1057
Marathon Capital Management
Maryland
$247K +$9.58K +156 +4%
BC
1058
Broadwater Capital
Massachusetts
$246K – – –
MPI
1059
Mairs & Power Inc
Minnesota
$244K -$12.8K -208 -5%
AWM
1060
Angeles Wealth Management
California
$243K +$1.29K +21 +0.5%
SSA
1061
Schonfeld Strategic Advisors
New York
$243K +$236K +3,846 New
BSHC
1062
Breed's Hill Capital
Massachusetts
$242K – – –
CWC
1063
Carolinas Wealth Consulting
North Carolina
$242K +$138K +2,251 +141%
VA
1064
Valmark Advisers
Ohio
$242K +$236K +3,839 New
MWP
1065
Madison Wealth Partners
Wisconsin
$241K +$6.51K +106 +3%
NFC
1066
Northeast Financial Consultants
Connecticut
$240K – – –
WFAG
1067
Wescott Financial Advisory Group
Pennsylvania
$239K -$68.3K -1,112 -23%
TAM
1068
Todd Asset Management
Kentucky
$239K – – –
FAM
1069
Formidable Asset Management
Ohio
$238K -$5.04K -82 -2%
AWM
1070
Aries Wealth Management
Maine
$237K – – –
AUB
1071
Atlantic Union Bankshares
Virginia
$237K -$3.62K -59 -2%
LFS
1072
Leibman Financial Services
Nebraska
$237K – – –
CAM
1073
CPA Asset Management
Florida
$236K – – –
TFM
1074
TFC Financial Management
Massachusetts
$236K -$246 -4 -0.1%
PWA
1075
Prairie Wealth Advisors
Nebraska
$236K -$1.97K -32 -0.9%
41 42
43
44 45