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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1051
Smartleaf Asset Management
Massachusetts
$324K +$146K +2,100 +109%
JEST
1052
JTC Employer Solutions Trustee
Jersey
$324K – – –
RRA
1053
Round Rock Advisors
Connecticut
$323K – – –
TW
1054
Transform Wealth
Colorado
$322K – – –
TA
1055
Townsend & Associates
Colorado
$320K -$2.3K -33 -0.8%
GRP
1056
Global Retirement Partners
California
$319K +$32.9K +472 +14%
AWM
1057
Angeles Wealth Management
California
$318K +$6.82K +98 +3%
WC
1058
Whitney & Co
New York
$317K -$5.22K -75 -2%
MCM
1059
Marathon Capital Management
Maryland
$316K +$139 +2 +0.1%
TFM
1060
TFC Financial Management
Massachusetts
$314K +$11.4K +164 +4%
VA
1061
Valmark Advisers
Ohio
$314K +$4.11K +59 +2%
LFAS
1062
Level Four Advisory Services
Texas
$312K -$14K -201 -4%
MPI
1063
Mairs & Power Inc
Minnesota
$311K – – –
C
1064
Covestor
United Kingdom
$311K +$103K +1,478 +62%
FFC
1065
First Financial Corp
Indiana
$311K -$13.9K -200 -5%
LA
1066
Legacy Advisors
Pennsylvania
$308K +$16K +230 +6%
MWP
1067
Madison Wealth Partners
Wisconsin
$307K – – –
NFC
1068
Northeast Financial Consultants
Connecticut
$306K – – –
WFAG
1069
Wescott Financial Advisory Group
Pennsylvania
$306K +$557 +8 +0.2%
MF
1070
Montis Financial
Massachusetts
$305K -$30K -431 -10%
JAG
1071
Journey Advisory Group
Kentucky
$305K – – –
GBT
1072
Grove Bank & Trust
Florida
$305K +$4.87K +70 +2%
TAM
1073
Todd Asset Management
Kentucky
$305K – – –
BC
1074
Broadwater Capital
Massachusetts
$303K -$8.7K -125 -3%
AWM
1075
Aries Wealth Management
Maine
$303K – – –
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43
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