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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Cornerstone Advisory
Maryland
$125K +$124K +2,301 New
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$124K +$6.75K +125 +6%
CYG
1128
Clean Yield Group
Vermont
$123K – – –
LSA
1129
Leonteq Securities AG
Switzerland
$122K +$97.7K +1,810 +410%
DSC
1130
Duncker Streett & Co
Missouri
$120K -$12.7K -235 -10%
CA
1131
Crewe Advisors
Utah
$118K +$16.2K +300 +16%
1IA
1132
1834 Investment Advisors
Wisconsin
$117K – – –
MPWT
1133
MassMutual Private Wealth & Trust
Connecticut
$114K -$7.5K -139 -6%
VRM
1134
Vectors Research Management
New York
$114K +$5.4K +100 +5%
HIIFS
1135
Harel Insurance Investments & Financial Services
Israel
$113K -$189K -3,500 -62%
HR
1136
Howe & Rusling
New York
$113K +$13.5K +250 +14%
ACM
1137
AUA Capital Management
Pennsylvania
$111K – – –
FA
1138
Fortis Advisors
Pennsylvania
$111K +$2.7K +50 +3%
UIA
1139
Ulland Investment Advisors
Minnesota
$111K +$110K +2,039 New
CFG
1140
CKW Financial Group
Hawaii
$110K -$16.2K -300 -13%
BC
1141
Barnett & Company
Tennessee
$108K – – –
BCP
1142
Blue Chip Partners
Michigan
$108K +$216 +4 +0.2%
SF
1143
SBK Financial
Virginia
$108K +$108K +2,000 New
EBA
1144
Eagle Bay Advisors
New York
$107K -$87K -1,612 -45%
MIM
1145
Meridiem Investment Management
United Kingdom
$107K – – –
MRCM
1146
M&R Capital Management
New Jersey
$106K – – –
EWM
1147
Evermay Wealth Management
Virginia
$105K – – –
HS
1148
Horan Securities
United States
$105K +$104K +1,933 New
CWC
1149
Carolinas Wealth Consulting
North Carolina
$103K +$2.7K +50 +3%
CWP
1150
Concord Wealth Partners
Virginia
$101K +$80.6K +1,494 +403%
44 45
46
47 48