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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1126
One Charles Private Wealth Services
Massachusetts
$207K +$201K +3,274 New
QC
1127
Quent Capital
New York
$206K +$8.84K +144 +5%
AA
1128
Addison Advisors
Vermont
$206K +$491 +8 +0.2%
GWM
1129
Greenwich Wealth Management
Connecticut
$206K +$200K +3,262 New
RWM
1130
Ritholtz Wealth Management
New York
$206K +$200K +3,265 New
ABC
1131
Associated Banc-Corp
Wisconsin
$205K +$200K +3,251 New
COCM
1132
Charter Oak Capital Management
New Hampshire
$205K +$200K +3,250 New
GFA
1133
Gallagher Fiduciary Advisors
Illinois
$205K +$199K +3,243 New
SA
1134
Strategic Advisors
New York
$204K -$14.9K -242 -7%
MGIA
1135
Matthew Goff Investment Advisor
Texas
$204K +$199K +3,240 New
CFG
1136
Cooper Financial Group
California
$204K +$199K +3,239 New
LAM
1137
L2 Asset Management
Massachusetts
$204K +$198K +3,231 New
SJIC
1138
St. James Investment Company
Texas
$203K +$198K +3,225 New
GWP
1139
Gateway Wealth Partners
Wisconsin
$203K +$198K +3,220 New
KWM
1140
Keebeck Wealth Management
Illinois
$203K +$197K +3,210 New
SGI
1141
Summit Global Investments
Utah
$203K +$198K +3,226 New
WPP
1142
Whalerock Point Partners
Rhode Island
$203K +$197K +3,214 New
CIG
1143
Cullen Investment Group
Louisiana
$202K +$197K +3,206 New
FFN
1144
Focus Financial Network
Minnesota
$202K +$184K +2,993 New
FFB
1145
First Financial Bankshares
Texas
$202K +$196K +3,200 New
BAAM
1146
Baker Avenue Asset Management
California
$202K +$196K +3,198 New
SB
1147
Strategic Blueprint
Georgia
$201K +$196K +3,191 New
GWCM
1148
Godshalk Welsh Capital Management
Pennsylvania
$200K +$195K +3,175 New
FCM
1149
Firsthand Capital Management
California
$196K +$246K +4,000 +400%
AEPWM
1150
Atlantic Edge Private Wealth Management
Florida
$194K – – –
44 45
46
47 48