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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1051
Bridgewater Associates
Connecticut
$284K +$39.1K +589 +15%
AA
1052
Alta Advisers
United Kingdom
$283K +$297K +4,463 New
CGL
1053
Clarius Group LLC
Washington
$283K -$8.3K -125 -3%
CCA
1054
Childress Capital Advisors
Texas
$283K -$5.25K -79 -2%
LA
1055
Legacy Advisors
Pennsylvania
$282K +$11K +165 +4%
BMM
1056
Berkshire Money Management
Massachusetts
$281K – – –
SL
1057
Sentry LLC
Tennessee
$280K – – –
FDS
1058
Freedom Day Solutions
Texas
$279K -$110K -1,657 -27%
PPWP
1059
Premier Path Wealth Partners
New Jersey
$278K +$18K +271 +7%
SSWM
1060
Sheets Smith Wealth Management
North Carolina
$275K – – –
HW
1061
Hancock Whitney
Mississippi
$275K +$7.24K +109 +3%
LB
1062
Legacy Bridge
Iowa
$275K -$1.99K -30 -0.7%
GD
1063
Grandfield & Dodd
New York
$274K – – –
NFA
1064
Northwest Financial Advisors
Virginia
$272K +$864 +13 +0.3%
CCFCSB
1065
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
MAWA
1066
Moss Adams Wealth Advisors
Washington
$272K +$7.51K +113 +3%
RDWM
1067
Red Door Wealth Management
Tennessee
$271K +$59.8K +900 +27%
WOC
1068
West Oak Capital
California
$271K -$39.9K -600 -12%
BCG
1069
Breakwater Capital Group
New Jersey
$270K +$283K +4,266 New
DLA
1070
Douglas Lane & Associates
New York
$270K -$12.8K -192 -4%
WPW
1071
Waldron Private Wealth
Pennsylvania
$270K -$816K -12,276 -74%
CAMG
1072
CWA Asset Management Group
Florida
$269K +$4.19K +63 +2%
CCWM
1073
Cassaday & Co Wealth Management
Virginia
$268K -$7.51K -113 -3%
PBC
1074
Pavion Blue Capital
California
$267K – – –
TYCC
1075
Texas Yale Capital Corp
Florida
$267K -$6.64K -100 -2%
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43
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