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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1226
J.W. Coons Advisors
Ohio
$217K +$188K +2,700 New
FCA
1227
FinTrust Capital Advisors
South Carolina
$217K +$6.62K +95 +4%
LFA
1228
Legacy Financial Advisors
Kentucky
$217K +$187K +2,690 New
BS
1229
Banco Santander
Spain
$216K +$187K +2,679 New
CIP
1230
Convergence Investment Partners
Florida
$215K +$186K +2,676 New
DWM
1231
Drive Wealth Management
Utah
$215K +$186K +2,674 New
WCM
1232
Whitener Capital Management
North Carolina
$215K +$186K +2,666 New
FIM
1233
Fernwood Investment Management
Massachusetts
$214K +$185K +2,660 New
CWM
1234
Concentric Wealth Management
California
$213K +$185K +2,650 New
VBFG
1235
Vishria Bird Financial Group
Tennessee
$213K +$184K +2,646 New
NHC
1236
Nicholas Hoffman & Company
Georgia
$213K +$184K +2,644 New
IA
1237
Inspire Advisors
Idaho
$212K +$183K +2,635 New
OFS
1238
OneAscent Financial Services
Alabama
$212K +$183K +2,629 New
GWM
1239
Greenhouse Wealth Management
Connecticut
$212K +$183K +2,629 New
FWIA
1240
Fort Washington Investment Advisors
Ohio
$211K +$183K +2,625 New
IF
1241
Intrua Financial
Texas
$211K +$183K +2,624 New
ZIG
1242
Zuckerman Investment Group
Illinois
$211K +$183K +2,623 New
ATPW
1243
Ashton Thomas Private Wealth
Arizona
$211K -$4.6K -66 -2%
MW
1244
Marcum Wealth
Ohio
$211K +$182K +2,616 New
BW
1245
Bison Wealth
Georgia
$210K +$182K +2,613 New
CNB
1246
Camden National Bank
Maine
$210K +$181K +2,606 New
MSS
1247
Mitchell Sinkler & Starr
Pennsylvania
$210K +$181K +2,605 New
HR
1248
Howe & Rusling
New York
$209K -$69.6K -1,000 -28%
PPP
1249
Private Portfolio Partners
New Jersey
$209K +$181K +2,602 New
AA
1250
Alta Advisers
United Kingdom
$209K – – –
48 49
50
51 52