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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1126
Madison Wealth Partners
Wisconsin
$224K -$4.35K -64 -2%
CAM
1127
CPA Asset Management
Florida
$223K – – –
RZH
1128
Relyea Zuckerberg Hanson
Connecticut
$223K -$8.02K -118 -3%
PWA
1129
Prairie Wealth Advisors
Nebraska
$222K – – –
OPCM
1130
Osborne Partners Capital Management
California
$222K -$13.2K -194 -5%
KCM
1131
Kornitzer Capital Management
Kansas
$221K – – –
LBC
1132
Leigh Baldwin & Co
New York
$220K +$250K +3,682 New
BOPW
1133
Brandywine Oak Private Wealth
Pennsylvania
$219K – – –
PFM
1134
Patton Fund Management
Texas
$219K – – –
OFS
1135
OneAscent Financial Services
Alabama
$219K +$56.5K +831 +29%
CPA
1136
Court Place Advisors
Maryland
$219K -$67.9K -1,000 -21%
CW
1137
Code Waechter
Florida
$218K +$15.1K +222 +6%
MIC
1138
Meridian Investment Counsel
California
$217K – – –
NAMP
1139
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$217K – – –
CFG
1140
Cooper Financial Group
California
$217K -$8.15K -120 -3%
WAM
1141
Weiss Asset Management
Massachusetts
$216K +$246K +3,624 New
BBNB
1142
Baker Boyer National Bank
Washington
$216K +$34.2K +504 +16%
WFI
1143
West Family Investments
California
$215K +$245K +3,608 New
RYIA
1144
Roehl & Yi Investment Advisors
Oregon
$215K -$84.2K -1,239 -26%
PCM
1145
Penserra Capital Management
California
$215K -$204 -3 -0.1%
WC
1146
Whitney & Co
New York
$215K – – –
OCPWS
1147
One Charles Private Wealth Services
Massachusetts
$214K -$33.4K -492 -12%
SN
1148
Sittner & Nelson
Oregon
$214K – – –
OWA
1149
One Wealth Advisors
California
$213K -$29.1K -428 -11%
MFA
1150
Mayflower Financial Advisors
Massachusetts
$211K +$2.45K +36 +1%
44 45
46
47 48