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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1076
Krilogy Financial
Missouri
$320K -$15.2K -233 -5%
JTWM
1077
Jackson Thornton Wealth Management
Alabama
$320K +$37.6K +575 +15%
AWM
1078
Ameliora Wealth Management
Switzerland
$320K +$285K +4,356 New
EMB
1079
Elefante Mark B
$319K -$2.14M -32,727 -88%
NB
1080
Northwest Bancshares
Pennsylvania
$318K – – –
ESB
1081
Essex Savings Bank
Connecticut
$317K – – –
FDS
1082
Freedom Day Solutions
Texas
$317K -$9.8K -150 -3%
SL
1083
Sentry LLC
Tennessee
$316K – – –
GD
1084
Grandfield & Dodd
New York
$315K +$4.58K +70 +2%
EPW
1085
Evolve Private Wealth
California
$315K -$295K -4,506 -51%
VA
1086
Valmark Advisers
Ohio
$315K -$28K -428 -9%
QFW
1087
QTR Family Wealth
Florida
$314K +$280K +4,282 New
KCM
1088
Kornitzer Capital Management
Kansas
$313K +$279K +4,269 New
FFN
1089
Focus Financial Network
Minnesota
$313K +$1.11K +17 +0.4%
NIM
1090
Northeast Investment Management
Massachusetts
$313K – – –
LB
1091
Legacy Bridge
Iowa
$311K – – –
CCWM
1092
Cassaday & Co Wealth Management
Virginia
$310K – – –
AGWCA
1093
Annis Gardner Whiting Capital Advisors
Florida
$310K +$108K +1,645 +64%
CFP
1094
Catalyst Financial Partners
Massachusetts
$310K +$15.1K +231 +6%
NFA
1095
Northwest Financial Advisors
Virginia
$309K +$980 +15 +0.4%
PCM
1096
Penserra Capital Management
California
$308K -$73.4K -1,123 -21%
MCA
1097
MSH Capital Advisors
Arizona
$307K +$1.7K +26 +0.6%
WSCM
1098
Wellington Shields Capital Management
New York
$306K – – –
TM
1099
TigerOak Management
New Mexico
$305K -$588 -9 -0.2%
WFAG
1100
Wescott Financial Advisory Group
Pennsylvania
$305K +$850 +13 +0.3%
42 43
44
45 46