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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1126
AA Financial Advisors
Ohio
$238K -$132K -1,990 -35%
LFS
1127
Leibman Financial Services
Nebraska
$238K – – –
CAM
1128
CPA Asset Management
Florida
$237K – – –
EI
1129
Ellevest Inc
New York
$237K +$23.6K +355 +10%
IP
1130
Ignite Planners
California
$237K -$664 -10 -0.3%
PP
1131
PDS Planning
Ohio
$236K +$37.9K +571 +18%
PWA
1132
Prairie Wealth Advisors
Nebraska
$236K – – –
PPW
1133
Parcion Private Wealth
Washington
$235K – – –
SFS
1134
Sowell Financial Services
Arkansas
$234K +$246K +3,699 New
KCM
1135
Kornitzer Capital Management
Kansas
$234K – – –
EAM
1136
Evanson Asset Management
California
$234K +$245K +3,688 New
HT
1137
Heritage Trust
Oklahoma
$233K -$100K -1,512 -29%
BOPW
1138
Brandywine Oak Private Wealth
Pennsylvania
$233K – – –
TA
1139
Townsend & Associates
Colorado
$233K – – –
SCM
1140
Sterling Capital Management
North Carolina
$231K +$2.52K +38 +1%
AIM
1141
Acropolis Investment Management
Missouri
$231K -$5.78K -87 -2%
NAMP
1142
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$230K – – –
MA
1143
MONECO Advisors
Connecticut
$230K +$21.7K +327 +10%
SAI
1144
Savvy Advisors Inc
New York
$230K +$27.6K +416 +13%
PFBT
1145
Parkside Financial Bank & Trust
Missouri
$229K +$7.38K +111 +3%
FAM
1146
Formidable Asset Management
Ohio
$229K – – –
AUB
1147
Atlantic Union Bankshares
Virginia
$228K -$997 -15 -0.4%
ET
1148
Equitable Trust
Tennessee
$228K – – –
MLL
1149
Moody Lynn & Lieberson
Massachusetts
$228K – – –
LAM
1150
L2 Asset Management
Massachusetts
$228K +$21.5K +323 +10%
44 45
46
47 48