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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1226
Banco Santander
Spain
$216K +$187K +2,679 New
CIP
1227
Convergence Investment Partners
Florida
$215K +$186K +2,676 New
DWM
1228
Drive Wealth Management
Utah
$215K +$186K +2,674 New
WCM
1229
Whitener Capital Management
North Carolina
$215K +$186K +2,666 New
FIM
1230
Fernwood Investment Management
Massachusetts
$214K +$185K +2,660 New
CWM
1231
Concentric Wealth Management
California
$213K +$185K +2,650 New
VBFG
1232
Vishria Bird Financial Group
Tennessee
$213K +$184K +2,646 New
NHC
1233
Nicholas Hoffman & Company
Georgia
$213K +$184K +2,644 New
IA
1234
Inspire Advisors
Idaho
$212K +$183K +2,635 New
OFS
1235
OneAscent Financial Services
Alabama
$212K +$183K +2,629 New
GWM
1236
Greenhouse Wealth Management
Connecticut
$212K +$183K +2,629 New
FWIA
1237
Fort Washington Investment Advisors
Ohio
$211K +$183K +2,625 New
IF
1238
Intrua Financial
Texas
$211K +$183K +2,624 New
ZIG
1239
Zuckerman Investment Group
Illinois
$211K +$183K +2,623 New
ATPW
1240
Ashton Thomas Private Wealth
Arizona
$211K -$4.6K -66 -2%
MW
1241
Marcum Wealth
Ohio
$211K +$182K +2,616 New
BW
1242
Bison Wealth
Georgia
$210K +$182K +2,613 New
CNB
1243
Camden National Bank
Maine
$210K +$181K +2,606 New
MSS
1244
Mitchell Sinkler & Starr
Pennsylvania
$210K +$181K +2,605 New
HR
1245
Howe & Rusling
New York
$209K -$69.6K -1,000 -28%
PPP
1246
Private Portfolio Partners
New Jersey
$209K +$181K +2,602 New
AA
1247
Alta Advisers
United Kingdom
$209K – – –
PAM
1248
Paradigm Asset Management
New York
$209K – – –
RW
1249
Rede Wealth
Virginia
$209K +$181K +2,600 New
RCI
1250
RS Crum Inc
California
$209K +$181K +2,600 New
48 49
50
51 52