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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1301
First Command Advisory Services
Texas
$200K +$25.3K +387 +17%
FLP
1302
Financial Life Planners
Arizona
$199K +$654 +10 +0.4%
CAM
1303
Costello Asset Management
Pennsylvania
$193K -$13K -199 -7%
CH
1304
Cromwell Holdings
Wyoming
$189K – – –
KFI
1305
Key Financial Inc
Pennsylvania
$189K -$2.03K -31 -1%
GAMA
1306
Graticule Asia Macro Advisors
New York
$189K +$168K +2,573 New
SC
1307
Steph & Co
Wisconsin
$185K – – –
BDL
1308
Banque de Luxembourg
Luxembourg
$185K -$75.3K -1,152 -31%
HNB
1309
Hilltop National Bank
Wyoming
$182K +$56K +857 +53%
FFO
1310
Fortitude Family Office
Arizona
$180K +$73.5K +1,125 +84%
FC
1311
Financial Consulate
Maryland
$177K +$392 +6 +0.2%
AWM
1312
Aberdeen Wealth Management
Illinois
$176K +$157K +2,400 New
QC
1313
Quent Capital
New York
$170K -$2.94K -45 -2%
FDCP
1314
Foster Dykema Cabot & Partners
Massachusetts
$169K – – –
PAM
1315
Parvin Asset Management
South Dakota
$165K +$1.44K +22 +1%
OC
1316
Oakworth Capital
Alabama
$163K -$1.96K -30 -1%
AEPWM
1317
Atlantic Edge Private Wealth Management
Florida
$159K -$20.4K -312 -13%
EI
1318
EFG International
$159K +$48.3K +739 +52%
UIA
1319
Ulland Investment Advisors
Minnesota
$159K – – –
RCM
1320
Richardson Capital Management
Wisconsin
$159K +$588 +9 +0.4%
PWPS
1321
Pinnacle Wealth Planning Services
Ohio
$158K +$1.83K +28 +1%
CAL
1322
Capital Advisors Ltd
Ohio
$157K – – –
HDIM
1323
Hanson & Doremus Investment Management
Vermont
$157K – – –
OL
1324
OneFund LLC
Florida
$156K -$2.94K -45 -2%
HWA
1325
HHM Wealth Advisors
Tennessee
$151K -$1.63K -25 -1%
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