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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1126
JFS Wealth Advisors
Pennsylvania
$170K +$169 +3 +0.1%
FIM
1127
Fernwood Investment Management
Massachusetts
$169K +$163K +2,910 New
DMBA
1128
Deseret Mutual Benefit Administrators
Utah
$167K -$3.26K -58 -2%
AWM
1129
AllSquare Wealth Management
New York
$166K +$22.5K +400 +16%
CCMW
1130
Cypress Capital Management (Wyoming)
Wyoming
$163K – – –
LCM
1131
Logan Capital Management
Pennsylvania
$157K – – –
FCA
1132
FinTrust Capital Advisors
South Carolina
$157K +$2.25K +40 +2%
GWM
1133
Geneos Wealth Management
Colorado
$157K +$13.7K +244 +10%
MFG
1134
Mendota Financial Group
Wisconsin
$154K -$6.74K -120 -4%
CNBTD
1135
Citizens National Bank Trust Department
Mississippi
$151K +$5.9K +105 +4%
AA
1136
Alta Advisers
United Kingdom
$151K – – –
PWM
1137
Partnership Wealth Management
Maryland
$147K – – –
SC
1138
Steph & Co
Wisconsin
$147K – – –
CA
1139
Crewe Advisors
Utah
$146K +$141K +2,504 New
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$141K – – –
FFA
1141
First Foundation Advisors
California
$138K -$9.89K -176 -7%
SFCL
1142
Strengthening Families & Communities LLC
Massachusetts
$138K – – –
EBA
1143
Eagle Bay Advisors
New York
$133K -$112 -2 -0.1%
MCM
1144
MV Capital Management
Maryland
$132K +$506 +9 +0.4%
MMG
1145
Monetary Management Group
Missouri
$132K – – –
HBW
1146
Hazlett, Burt & Watson
West Virginia
$132K +$56 +1 +0%
CAL
1147
Capital Advisors Ltd
Ohio
$132K +$843 +15 +0.7%
GCM
1148
Gables Capital Management
Florida
$131K – – –
BSB
1149
Bangor Savings Bank
Maine
$129K -$30.9K -550 -20%
C
1150
Covestor
United Kingdom
$129K +$33.9K +604 +38%
44 45
46
47 48