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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1101
Independent Wealth Network
Iowa
$204K -$22.4K -398 -10%
MA
1102
MONECO Advisors
Connecticut
$204K +$197K +3,508 New
EFG
1103
Embree Financial Group
Illinois
$203K +$169 +3 +0.1%
EP
1104
Eudaimonia Partners
Tennessee
$203K – – –
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$203K +$13.4K +238 +7%
TCA
1106
Transcend Capital Advisors
New Jersey
$203K -$14.8K -263 -7%
SA
1107
Strategic Advisors
New York
$202K -$40.2K -716 -17%
HWAM
1108
Hennion & Walsh Asset Management
New Jersey
$202K -$6.01K -107 -3%
FMTCOCP
1109
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K -$3.76K -67 -2%
SWMP
1110
Signature Wealth Management Partners
New Jersey
$201K +$194K +3,450 New
AIA
1111
Affinity Investment Advisors
California
$200K +$193K +3,444 New
FFWA
1112
FRG Family Wealth Advisors
Washington
$200K -$17.7K -315 -9%
BWM
1113
BKM Wealth Management
Wisconsin
$200K -$5.62K -100 -3%
SWS
1114
SYSTM Wealth Solutions
Illinois
$199K +$112 +2 +0.1%
AA
1115
Addison Advisors
Vermont
$189K -$2.3K -41 -1%
NC
1116
nVerses Capital
Florida
$186K +$180K +3,200 New
MPWT
1117
MassMutual Private Wealth & Trust
Connecticut
$182K +$16.2K +288 +10%
QC
1118
Quent Capital
New York
$182K -$3.03K -54 -2%
AEPWM
1119
Atlantic Edge Private Wealth Management
Florida
$179K – – –
CSC
1120
Caldwell Sutter Capital
California
$177K +$562 +10 +0.3%
BONH
1121
Bank of New Hampshire
New Hampshire
$172K – – –
HIA
1122
Harbor Investment Advisory
Maryland
$170K -$6.07K -108 -4%
JWA
1123
JFS Wealth Advisors
Pennsylvania
$170K +$169 +3 +0.1%
FIM
1124
Fernwood Investment Management
Massachusetts
$169K +$163K +2,910 New
DMBA
1125
Deseret Mutual Benefit Administrators
Utah
$167K -$3.26K -58 -2%
43 44
45
46 47