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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1076
Essex Savings Bank
Connecticut
$317K – – –
FDS
1077
Freedom Day Solutions
Texas
$317K -$9.8K -150 -3%
SL
1078
Sentry LLC
Tennessee
$316K – – –
GD
1079
Grandfield & Dodd
New York
$315K +$4.58K +70 +2%
EPW
1080
Evolve Private Wealth
California
$315K -$295K -4,506 -51%
VA
1081
Valmark Advisers
Ohio
$315K -$28K -428 -9%
QFW
1082
QTR Family Wealth
Florida
$314K +$280K +4,282 New
KCM
1083
Kornitzer Capital Management
Kansas
$313K +$279K +4,269 New
FFN
1084
Focus Financial Network
Minnesota
$313K +$1.11K +17 +0.4%
NIM
1085
Northeast Investment Management
Massachusetts
$313K – – –
LB
1086
Legacy Bridge
Iowa
$311K – – –
CCWM
1087
Cassaday & Co Wealth Management
Virginia
$310K – – –
AGWCA
1088
Annis Gardner Whiting Capital Advisors
Florida
$310K +$108K +1,645 +64%
CFP
1089
Catalyst Financial Partners
Massachusetts
$310K +$15.1K +231 +6%
NFA
1090
Northwest Financial Advisors
Virginia
$309K +$980 +15 +0.4%
PCM
1091
Penserra Capital Management
California
$308K -$73.4K -1,123 -21%
MCA
1092
MSH Capital Advisors
Arizona
$307K +$1.7K +26 +0.6%
WSCM
1093
Wellington Shields Capital Management
New York
$306K – – –
TM
1094
TigerOak Management
New Mexico
$305K -$588 -9 -0.2%
WFAG
1095
Wescott Financial Advisory Group
Pennsylvania
$305K +$850 +13 +0.3%
NF
1096
Napier Financial
Massachusetts
$304K -$3.27K -50 -1%
PAS
1097
PKS Advisory Services
New York
$304K -$48.3K -739 -15%
EGWAG
1098
Elwood & Goetz Wealth Advisory Group
Georgia
$304K +$327 +5 +0.1%
WA
1099
Waddell & Associates
Tennessee
$304K +$271K +4,140 New
BW
1100
BIP Wealth
Georgia
$303K +$270K +4,130 New
42 43
44
45 46