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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
901
Mark Sheptoff Financial Planning
Connecticut
$58K -$112K -3,956 -67%
BAM
902
Bellevue Asset Management
Washington
$58K – – –
FWM
903
Filbrandt Wealth Management
Wisconsin
$57K -$1.92K -68 -4%
WAM
904
Wolverine Asset Management
Illinois
$57K +$53.1K +1,878 New
FHA
905
First Horizon Advisors
Tennessee
$56K -$54K -1,907 -51%
AWA
906
Arkadios Wealth Advisors
Georgia
$55.9K +$2.83K +100 +6%
GRP
907
Global Retirement Partners
California
$55K -$24.2K -857 -32%
HCM
908
Highlander Capital Management
New Jersey
$55K – – –
CAL
909
Capital Advisors Ltd
Ohio
$54K – – –
Simplex Trading
910
Simplex Trading
Illinois
$53K -$364K -12,858 -88%
SIAP
911
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K -$8.01K -283 -14%
JWA
912
JFS Wealth Advisors
Pennsylvania
$53K -$2.26K -80 -4%
PP
913
PrairieView Partners
Minnesota
$53K +$28 +1 +0.1%
CYG
914
Clean Yield Group
Vermont
$52K -$18.8K -666 -28%
HR
915
Howe & Rusling
New York
$51K -$4.24K -150 -8%
APW
916
Acima Private Wealth
Virginia
$51K – – –
HCP
917
Hexagon Capital Partners
Arkansas
$51K +$41.8K +1,479 New
TF
918
Tompkins Financial
New York
$50K -$2.91K -103 -6%
BWA
919
Burt Wealth Advisors
Maryland
$50K – – –
MCM
920
MV Capital Management
Maryland
$49K -$6.25K -221 -12%
EWM
921
Elmwood Wealth Management
California
$49K – – –
KFA
922
Kelleher Financial Advisors
New York
$48K – – –
OSAM
923
O'Shaughnessy Asset Management
Connecticut
$48K +$17K +601 +62%
SWM
924
Sugarloaf Wealth Management
Georgia
$47K +$57 +2 +0.1%
LWM
925
Liberty Wealth Management
California
$47K +$5.66K +200 +15%