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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1076
Sage Mountain Advisors
Georgia
$234K +$228K +3,717 New
GBT
1077
Grove Bank & Trust
Florida
$234K – – –
PPW
1078
Parcion Private Wealth
Washington
$234K +$737 +12 +0.3%
CCFCSB
1079
Cape Cod Five Cents Savings Bank
Massachusetts
$234K -$37.4K -609 -14%
MA
1080
MONECO Advisors
Connecticut
$234K +$12.2K +199 +6%
ACM
1081
Adalta Capital Management
New York
$233K +$226K +3,684 New
AIM
1082
Acropolis Investment Management
Missouri
$232K +$9.03K +147 +4%
BOPW
1083
Brandywine Oak Private Wealth
Pennsylvania
$232K – – –
KCM
1084
Kornitzer Capital Management
Kansas
$232K – – –
CT
1085
Chicago Trust
Illinois
$232K – – –
SIM
1086
Sentry Investment Management
Wisconsin
$231K -$46K -749 -17%
MFA
1087
Mayflower Financial Advisors
Massachusetts
$230K -$10.9K -177 -5%
NAMP
1088
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$229K -$10.7K -175 -5%
ET
1089
Equitable Trust
Tennessee
$229K – – –
HR
1090
Howe & Rusling
New York
$227K +$221K +3,602 New
MLL
1091
Moody Lynn & Lieberson
Massachusetts
$227K – – –
LA
1092
Legacy Advisors
Pennsylvania
$227K +$221K +3,598 New
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$226K +$6.14K +100 +3%
TYCC
1094
Texas Yale Capital Corp
Florida
$225K – – –
TPI
1095
Trust Point Inc
Wisconsin
$225K -$31K -505 -12%
GGI
1096
Godsey & Gibb Inc
Virginia
$223K +$217K +3,541 New
EL
1097
EWA LLC
Pennsylvania
$222K +$3.75K +61 +2%
GRP
1098
Global Retirement Partners
California
$220K -$41.6K -678 -16%
P
1099
&Partners
Tennessee
$219K +$213K +3,477 New
WFAG
1100
Worth Financial Advisory Group
North Carolina
$219K +$213K +3,466 New
42 43
44
45 46