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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1176
Cascade Financial Partners
California
$225K +$15.1K +200 +6%
LAM
1177
L2 Asset Management
Massachusetts
$223K -$5.81K -77 -2%
AA
1178
Addison Advisors
Vermont
$223K – – –
FFWA
1179
FRG Family Wealth Advisors
Washington
$222K – – –
SQA
1180
Simon Quick Advisors
New Jersey
$221K +$12.6K +167 +5%
CW
1181
Code Waechter
Florida
$220K +$243K +3,219 New
WPP
1182
Whalerock Point Partners
Rhode Island
$219K – – –
CIG
1183
Cullen Investment Group
Louisiana
$219K +$75 +1 +0%
SAI
1184
Savvy Advisors Inc
New York
$219K +$242K +3,205 New
BC
1185
Barnett & Company
Tennessee
$218K -$9.13K -121 -4%
FFB
1186
First Financial Bankshares
Texas
$218K – – –
SGI
1187
Summit Global Investments
Utah
$218K -$2.56K -34 -1%
LWM
1188
Liberty Wealth Management
California
$218K +$377 +5 +0.2%
SN
1189
Sittner & Nelson
Oregon
$218K – – –
PG
1190
Prostatis Group
Maryland
$217K +$5.05K +67 +2%
GWCM
1191
Godshalk Welsh Capital Management
Pennsylvania
$217K – – –
ABC
1192
Associated Banc-Corp
Wisconsin
$216K – – –
PP
1193
PDS Planning
Ohio
$216K +$1.28K +17 +0.5%
EIA
1194
Edgemoor Investment Advisors
Maryland
$216K – – –
BBI
1195
Baxter Bros Inc
Connecticut
$214K +$453 +6 +0.2%
CICI
1196
Capital Investment Counsel Inc
North Carolina
$214K +$3.02K +40 +1%
PCA
1197
Purkiss Capital Advisors
Connecticut
$212K +$235K +3,112 New
NA
1198
Navellier & Associates
Nevada
$212K – – –
PSP
1199
Principal Street Partners
Tennessee
$212K +$235K +3,109 New
SSB
1200
Sandy Spring Bank
Maryland
$212K +$3.7K +49 +2%
46 47
48
49 50