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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1101
Five Oceans Advisors
California
$206K +$225 +4 +0.1%
AIM
1102
Acropolis Investment Management
Missouri
$205K -$21.9K -390 -10%
RCM
1103
Radnor Capital Management
Pennsylvania
$205K -$61.8K -1,100 -24%
IWN
1104
Independent Wealth Network
Iowa
$204K -$22.4K -398 -10%
MA
1105
MONECO Advisors
Connecticut
$204K +$197K +3,508 New
EFG
1106
Embree Financial Group
Illinois
$203K +$169 +3 +0.1%
EP
1107
Eudaimonia Partners
Tennessee
$203K – – –
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$203K +$13.4K +238 +7%
TCA
1109
Transcend Capital Advisors
New Jersey
$203K -$14.8K -263 -7%
SA
1110
Strategic Advisors
New York
$202K -$40.2K -716 -17%
HWAM
1111
Hennion & Walsh Asset Management
New Jersey
$202K -$6.01K -107 -3%
FMTCOCP
1112
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K -$3.76K -67 -2%
SWMP
1113
Signature Wealth Management Partners
New Jersey
$201K +$194K +3,450 New
AIA
1114
Affinity Investment Advisors
California
$200K +$193K +3,444 New
FFWA
1115
FRG Family Wealth Advisors
Washington
$200K -$17.7K -315 -9%
BWM
1116
BKM Wealth Management
Wisconsin
$200K -$5.62K -100 -3%
SWS
1117
SYSTM Wealth Solutions
Illinois
$199K +$112 +2 +0.1%
AA
1118
Addison Advisors
Vermont
$189K -$2.3K -41 -1%
NC
1119
nVerses Capital
Florida
$186K +$180K +3,200 New
MPWT
1120
MassMutual Private Wealth & Trust
Connecticut
$182K +$16.2K +288 +10%
QC
1121
Quent Capital
New York
$182K -$3.03K -54 -2%
AEPWM
1122
Atlantic Edge Private Wealth Management
Florida
$179K – – –
CSC
1123
Caldwell Sutter Capital
California
$177K +$562 +10 +0.3%
BONH
1124
Bank of New Hampshire
New Hampshire
$172K – – –
HIA
1125
Harbor Investment Advisory
Maryland
$170K -$6.07K -108 -4%
43 44
45
46 47