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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1126
Montis Financial
Massachusetts
$289K – – –
PF
1127
Phoenix Financial
Israel
$289K +$267K +3,942 New
IIC
1128
Ironwood Investment Counsel
Arizona
$286K – – –
OPCM
1129
Osborne Partners Capital Management
California
$286K – – –
FMLI
1130
Fukoku Mutual Life Insurance
Japan
$285K -$61.5K -907 -19%
CCMIC
1131
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$283K +$262K +3,860 New
RZH
1132
Relyea Zuckerberg Hanson
Connecticut
$282K -$882 -13 -0.3%
COCM
1133
Charter Oak Capital Management
New Hampshire
$282K +$21.8K +321 +9%
MWP
1134
Madison Wealth Partners
Wisconsin
$279K – – –
BAM
1135
Belpointe Asset Management
Nevada
$279K +$258K +3,807 New
IBOK
1136
Independence Bank of Kentucky
Kentucky
$279K -$10.2K -150 -4%
SCM
1137
Sterling Capital Management
North Carolina
$278K +$10.4K +153 +4%
DTC
1138
Davidson Trust Company
Washington
$278K – – –
MFG
1139
Menard Financial Group
Texas
$278K +$258K +3,799 New
TAM
1140
Todd Asset Management
Kentucky
$277K – – –
TC
1141
TownSquare Capital
Utah
$277K -$1.08M -15,985 -81%
FPAS
1142
Focus Partners Advisor Solutions
Missouri
$276K +$256K +3,776 New
MPM
1143
MBB Public Markets
Illinois
$276K -$60.3K -889 -19%
BC
1144
Broadwater Capital
Massachusetts
$276K – – –
FFC
1145
First Financial Corp
Indiana
$275K -$7.19K -106 -3%
AWM
1146
Aries Wealth Management
Maine
$275K – – –
PPW
1147
Parcion Private Wealth
Washington
$275K +$3.53K +52 +1%
CFG
1148
Cooper Financial Group
California
$274K -$14.3K -211 -5%
AWE
1149
Avidian Wealth Enterprises
Texas
$274K +$254K +3,741 New
CAM
1150
CPA Asset Management
Florida
$274K – – –
44 45
46
47 48