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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1101
Phillips Wealth Planners
Mississippi
$277K +$238K +3,420 New
MFA
1102
Mayflower Financial Advisors
Massachusetts
$277K -$14.6K -209 -6%
BWM
1103
BKM Wealth Management
Wisconsin
$276K +$239K +3,433 New
JIC
1104
Joel Isaacson & Co
New York
$276K +$8.56K +123 +4%
HIG
1105
Heritage Investment Group
Florida
$276K – – –
WFAG
1106
Worth Financial Advisory Group
North Carolina
$276K -$2.72K -39 -1%
AWP
1107
Abacus Wealth Partners
California
$275K +$238K +3,420 New
RDWM
1108
Red Door Wealth Management
Tennessee
$275K +$238K +3,418 New
EI
1109
Ellevest Inc
New York
$274K -$41.3K -593 -15%
NL
1110
NWAM LLC
Washington
$274K +$237K +3,407 New
IP
1111
Ignite Planners
California
$274K +$766 +11 +0.3%
SFCL
1112
Strengthening Families & Communities LLC
Massachusetts
$273K – – –
WC
1113
Wynn Capital
Georgia
$273K – – –
AWA
1114
Aaron Wealth Advisors
Illinois
$273K -$42.5K -611 -15%
CCFCSB
1115
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$23K -330 -9%
CAMG
1116
CWA Asset Management Group
Florida
$272K +$235K +3,374 New
HWAM
1117
Hennion & Walsh Asset Management
New Jersey
$270K -$5.57K -80 -2%
QPWM
1118
Quadrant Private Wealth Management
Pennsylvania
$269K +$2.58K +37 +1%
LAM
1119
L2 Asset Management
Massachusetts
$269K +$7.87K +113 +3%
GLA
1120
Good Life Advisors
Pennsylvania
$269K +$233K +3,342 New
OCPWS
1121
One Charles Private Wealth Services
Massachusetts
$268K +$3.62K +52 +2%
BC
1122
Barnett & Company
Tennessee
$267K -$386K -5,550 -63%
ST
1123
Smithfield Trust
Pennsylvania
$267K – – –
BAM
1124
Belpointe Asset Management
Nevada
$267K +$231K +3,314 New
CFM
1125
Catalyst Funds Management
Australia
$266K +$230K +3,300 New
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