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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1051
Concourse Financial Group Securities
Alabama
$295K -$4.15K -55 -1%
GD
1052
Grandfield & Dodd
New York
$295K -$2.11K -28 -0.6%
RYIA
1053
Roehl & Yi Investment Advisors
Oregon
$295K +$326K +4,326 New
TYCC
1054
Texas Yale Capital Corp
Florida
$295K +$50.5K +670 +18%
ACP
1055
Aveo Capital Partners
Colorado
$294K -$27.4K -363 -8%
WEG
1056
World Equity Group
Illinois
$293K +$1.43K +19 +0.4%
NFA
1057
Northwest Financial Advisors
Virginia
$292K +$754 +10 +0.2%
CA
1058
Capital Advantage
California
$292K +$323K +4,281 New
AFP
1059
Ausdal Financial Partners
Iowa
$292K +$132K +1,750 +69%
LA
1060
Legacy Advisors
Pennsylvania
$292K +$33.8K +448 +12%
FAFN
1061
First Affirmative Financial Network
Colorado
$291K -$2.11K -28 -0.7%
TFS
1062
Thoroughbred Financial Services
Tennessee
$289K +$75 +1 +0%
HW
1063
Hancock Whitney
Mississippi
$289K -$7.54K -100 -2%
PBC
1064
Pavion Blue Capital
California
$288K – – –
MSWA
1065
Marshall & Sterling Wealth Advisors
New York
$288K +$318K +4,214 New
IBOK
1066
Independence Bank of Kentucky
Kentucky
$287K – – –
TM
1067
TigerOak Management
New Mexico
$286K +$316K +4,194 New
RCM
1068
Radnor Capital Management
Pennsylvania
$286K -$33.9K -450 -10%
CAMG
1069
CWA Asset Management Group
Florida
$286K +$61.2K +811 +24%
MAWA
1070
Moss Adams Wealth Advisors
Washington
$286K +$6.11K +81 +2%
UFA
1071
US Financial Advisors
Massachusetts
$286K – – –
TA
1072
Townsend & Associates
Colorado
$283K – – –
WIC
1073
Wilkins Investment Counsel
Massachusetts
$282K – – –
CA
1074
Commerzbank Aktiengesellschaft
Germany
$281K +$71.7K +951 +30%
PPWP
1075
Premier Path Wealth Partners
New Jersey
$281K +$5.13K +68 +2%
41 42
43
44 45