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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
1101
Mairs & Power Inc
Minnesota
$264K – – –
MWP
1102
Madison Wealth Partners
Wisconsin
$260K – – –
AAS
1103
Ameritas Advisory Services
Nebraska
$260K -$353K -4,681 -55%
NFC
1104
Northeast Financial Consultants
Connecticut
$259K – – –
VI
1105
Versor Investments
New York
$259K -$30.2K -400 -10%
DTC
1106
Davidson Trust Company
Washington
$259K -$23.7K -314 -8%
TAM
1107
Todd Asset Management
Kentucky
$258K – – –
BC
1108
Broadwater Capital
Massachusetts
$257K – – –
CNB
1109
Camden National Bank
Maine
$257K +$87.7K +1,163 +45%
AWM
1110
Aries Wealth Management
Maine
$257K – – –
NRD
1111
Nebula Research & Development
New York
$257K +$284K +3,760 New
LFS
1112
Leibman Financial Services
Nebraska
$256K – – –
CAM
1113
CPA Asset Management
Florida
$255K – – –
PWA
1114
Prairie Wealth Advisors
Nebraska
$255K – – –
GRP
1115
Global Retirement Partners
California
$255K -$16.6K -220 -6%
WWA
1116
Wingate Wealth Advisors
Massachusetts
$255K +$282K +3,736 New
AIM
1117
Acropolis Investment Management
Missouri
$254K +$75 +1 +0%
PPW
1118
Parcion Private Wealth
Washington
$253K – – –
CFP
1119
Catalyst Financial Partners
Massachusetts
$252K +$15.8K +210 +6%
KCM
1120
Kornitzer Capital Management
Kansas
$252K +$2.26K +30 +0.8%
BOPW
1121
Brandywine Oak Private Wealth
Pennsylvania
$251K +$302 +4 +0.1%
NW
1122
NewEdge Wealth
Pennsylvania
$249K +$275K +3,644 New
NAMP
1123
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$248K – – –
JF
1124
Jump Financial
Illinois
$248K +$274K +3,629 New
AUB
1125
Atlantic Union Bankshares
Virginia
$247K – – –
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