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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
AllSquare Wealth Management
New York
$197K -$11.9K -175 -6%
SOW
1277
State of Wyoming
Wyoming
$193K +$179K +2,642 New
WPA
1278
Wealth Preservation Advisors
Tennessee
$193K – – –
CH
1279
Cromwell Holdings
Wyoming
$189K – – –
HIA
1280
Harbor Investment Advisory
Maryland
$188K – – –
SIM
1281
Sentry Investment Management
Wisconsin
$183K – – –
MSE
1282
MUFG Securities EMEA
United Kingdom
$172K +$160K +2,356 New
CFO
1283
CVA Family Office
Colorado
$171K -$6.11K -90 -4%
KFI
1284
Key Financial Inc
Pennsylvania
$169K -$7.12K -105 -4%
FDCP
1285
Foster Dykema Cabot & Partners
Massachusetts
$169K – – –
HDIM
1286
Hanson & Doremus Investment Management
Vermont
$168K -$6.99K -103 -4%
CAL
1287
Capital Advisors Ltd
Ohio
$165K – – –
HWA
1288
HHM Wealth Advisors
Tennessee
$164K – – –
BSB
1289
Bangor Savings Bank
Maine
$163K – – –
PAM
1290
Parvin Asset Management
South Dakota
$163K – – –
OL
1291
OneFund LLC
Florida
$161K +$150K +2,204 New
ACM
1292
Adalta Capital Management
New York
$160K – – –
MCM
1293
MV Capital Management
Maryland
$159K -$9.23K -136 -6%
RCM
1294
Richardson Capital Management
Wisconsin
$156K +$475 +7 +0.3%
UIA
1295
Ulland Investment Advisors
Minnesota
$153K – – –
GCM
1296
Gables Capital Management
Florida
$150K -$13.6K -200 -9%
GWP
1297
Gen-Wealth Partners
Michigan
$150K – – –
CB
1298
Community Bank
New York
$150K -$56K -825 -29%
BONH
1299
Bank of New Hampshire
New Hampshire
$149K +$6.79K +100 +5%
CAM
1300
Cacti Asset Management
Georgia
$147K -$61.1K -900 -31%
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