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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1051
D'Orazio & Associates
Virginia
$327K +$6.27K +90 +2%
PPWP
1052
Premier Path Wealth Partners
New Jersey
$326K +$3.97K +57 +1%
FB
1053
Fulton Bank
Pennsylvania
$325K -$5.15K -74 -2%
SAM
1054
Smartleaf Asset Management
Massachusetts
$324K +$146K +2,100 +109%
JEST
1055
JTC Employer Solutions Trustee
Jersey
$324K – – –
RRA
1056
Round Rock Advisors
Connecticut
$323K – – –
TW
1057
Transform Wealth
Colorado
$322K – – –
TA
1058
Townsend & Associates
Colorado
$320K -$2.3K -33 -0.8%
GRP
1059
Global Retirement Partners
California
$319K +$32.9K +472 +14%
AWM
1060
Angeles Wealth Management
California
$318K +$6.82K +98 +3%
WC
1061
Whitney & Co
New York
$317K -$5.22K -75 -2%
MCM
1062
Marathon Capital Management
Maryland
$316K +$139 +2 +0.1%
TFM
1063
TFC Financial Management
Massachusetts
$314K +$11.4K +164 +4%
VA
1064
Valmark Advisers
Ohio
$314K +$4.11K +59 +2%
LFAS
1065
Level Four Advisory Services
Texas
$312K -$14K -201 -4%
MPI
1066
Mairs & Power Inc
Minnesota
$311K – – –
C
1067
Covestor
United Kingdom
$311K +$103K +1,478 +62%
FFC
1068
First Financial Corp
Indiana
$311K -$13.9K -200 -5%
LA
1069
Legacy Advisors
Pennsylvania
$308K +$16K +230 +6%
MWP
1070
Madison Wealth Partners
Wisconsin
$307K – – –
NFC
1071
Northeast Financial Consultants
Connecticut
$306K – – –
WFAG
1072
Wescott Financial Advisory Group
Pennsylvania
$306K +$557 +8 +0.2%
MF
1073
Montis Financial
Massachusetts
$305K -$30K -431 -10%
JAG
1074
Journey Advisory Group
Kentucky
$305K – – –
GBT
1075
Grove Bank & Trust
Florida
$305K +$4.87K +70 +2%
41 42
43
44 45