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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1101
Montis Financial
Massachusetts
$250K -$9.9K -149 -4%
WC
1102
Whitney & Co
New York
$250K – – –
NL
1103
NWAM LLC
Washington
$249K +$31.6K +476 +14%
BW
1104
BIP Wealth
Georgia
$249K -$27.6K -415 -10%
MCM
1105
Marathon Capital Management
Maryland
$249K +$133 +2 +0.1%
ATC
1106
Adirondack Trust Company
New York
$249K -$6.64K -100 -2%
IIC
1107
Ironwood Investment Counsel
Arizona
$248K -$48K -722 -16%
OPCM
1108
Osborne Partners Capital Management
California
$248K -$36.2K -545 -12%
FAFN
1109
First Affirmative Financial Network
Colorado
$248K -$23.9K -360 -8%
SQA
1110
Simon Quick Advisors
New Jersey
$247K +$44K +663 +20%
RZH
1111
Relyea Zuckerberg Hanson
Connecticut
$245K -$53.1K -799 -17%
FFC
1112
First Financial Corp
Indiana
$245K – – –
MIC
1113
Meridian Investment Counsel
California
$243K -$60.3K -908 -19%
SCM
1114
Stevens Capital Management
Pennsylvania
$243K +$255K +3,840 New
CFP
1115
Catalyst Financial Partners
Massachusetts
$243K +$8.64K +130 +4%
CCT
1116
Capital City Trust
Florida
$243K -$92K -1,385 -27%
PFPT
1117
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K -$114K -1,722 -31%
AWP
1118
Abacus Wealth Partners
California
$242K +$24.3K +365 +11%
MWP
1119
Madison Wealth Partners
Wisconsin
$242K – – –
NFC
1120
Northeast Financial Consultants
Connecticut
$241K – – –
DTC
1121
Davidson Trust Company
Washington
$241K – – –
QC
1122
Quent Capital
New York
$241K +$32.9K +495 +15%
TAM
1123
Todd Asset Management
Kentucky
$240K – – –
BC
1124
Broadwater Capital
Massachusetts
$239K – – –
AWM
1125
Aries Wealth Management
Maine
$238K – – –
43 44
45
46 47