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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1226
Ritholtz Wealth Management
New York
$202K -$5.81K -77 -3%
AFM
1227
Armstrong Fleming & Moore
District of Columbia
$201K – – –
ACM
1228
Aurdan Capital Management
Pennsylvania
$201K +$222K +2,943 New
BONH
1229
Bank of New Hampshire
New Hampshire
$201K -$1.66K -22 -0.7%
ECAM
1230
East Coast Asset Management
Massachusetts
$201K – – –
RAM
1231
Riggs Asset Management
Pennsylvania
$199K – – –
HIA
1232
Harbor Investment Advisory
Maryland
$199K -$6.79K -90 -3%
AWM
1233
AllSquare Wealth Management
New York
$195K – – –
GWM
1234
Geneos Wealth Management
Colorado
$192K -$18K -238 -8%
DMBA
1235
Deseret Mutual Benefit Administrators
Utah
$191K +$1.43K +19 +0.7%
A
1236
AlphaQuest
New York
$191K -$139K -1,839 -40%
ACA
1237
Atlas Capital Advisors
Wyoming
$186K +$204K +2,700 +9,643%
CCMI
1238
Creative Capital Management Investments
California
$185K – – –
HC
1239
Hara Capital
Washington
$183K +$101K +1,340 +100%
FLP
1240
Financial Life Planners
Arizona
$183K +$202K +2,680 New
CH
1241
Cromwell Holdings
Wyoming
$177K – – –
HDIM
1242
Hanson & Doremus Investment Management
Vermont
$176K +$11.3K +150 +6%
SC
1243
Steph & Co
Wisconsin
$172K – – –
KFI
1244
Key Financial Inc
Pennsylvania
$165K – – –
LFG
1245
Larson Financial Group
Missouri
$164K +$11.2K +149 +7%
CNBTD
1246
Citizens National Bank Trust Department
Mississippi
$164K – – –
AWM
1247
Avior Wealth Management
Nebraska
$164K +$2.64K +35 +1%
LCM
1248
Logan Capital Management
Pennsylvania
$161K – – –
MCM
1249
MV Capital Management
Maryland
$159K +$151 +2 +0.1%
FDCP
1250
Foster Dykema Cabot & Partners
Massachusetts
$158K -$1.21K -16 -0.7%
48 49
50
51 52