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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
1201
Eagle Ridge Investment Management
Connecticut
$211K – – –
GWM
1202
Greenwich Wealth Management
Connecticut
$211K -$5.43K -72 -2%
CAM
1203
Claret Asset Management
Quebec, Canada
$211K +$1.58K +21 +0.7%
HFAS
1204
Hummer Financial Advisory Services
Illinois
$211K +$232K +3,076 New
MGIA
1205
Matthew Goff Investment Advisor
Texas
$211K -$9.5K -126 -4%
AEPWM
1206
Atlantic Edge Private Wealth Management
Florida
$210K – – –
BHBT
1207
Burke & Herbert Bank & Trust
Virginia
$210K -$193K -2,562 -45%
BBNB
1208
Baker Boyer National Bank
Washington
$209K – – –
FMTCOCP
1209
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K -$17.4K -231 -7%
WF
1210
WoodTrust Financial
Wisconsin
$208K – – –
SC
1211
Stance Capital
Massachusetts
$208K +$230K +3,047 New
RMDI
1212
R.M. Davis Inc
Maine
$207K +$37.3K +495 +19%
EWA
1213
Elevate Wealth Advisory
Georgia
$206K +$302 +4 +0.1%
CSC
1214
Caldwell Sutter Capital
California
$206K – – –
NFGCM
1215
Norman Fields Gottscho Capital Management
New York
$206K -$7.92K -105 -3%
SCM
1216
SOL Capital Management
Maryland
$206K – – –
PWM
1217
PBMares Wealth Management
Virginia
$206K +$226 +3 +0.1%
PA
1218
Promethium Advisors
Maryland
$205K – – –
MOS
1219
MGO One Seven
Ohio
$205K +$20.1K +267 +10%
SMH
1220
Sanders Morris Harris
Texas
$205K – – –
SRC
1221
Stone Run Capital
New York
$205K – – –
MCM
1222
Morton Capital Management
California
$204K +$75 +1 +0%
CWS
1223
Confluence Wealth Services
Pennsylvania
$204K -$1.74K -23 -0.8%
CS
1224
Cannell & Spears
New York
$203K +$905 +12 +0.4%
BAAM
1225
Baker Avenue Asset Management
California
$202K -$24.2K -321 -10%
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