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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1076
Tradition Wealth Management
Minnesota
$13K +$236 +6 +2%
DI
1077
Disciplined Investments
Oklahoma
$13K +$2.17K +55 +17%
CMA
1078
Cedar Mountain Advisors
Oregon
$12K – – –
TIM
1079
Tortoise Investment Management
New York
$12K – – –
TLCM
1080
Twin Lakes Capital Management
California
$12K +$13.6K +346 New
AFS
1081
Annapolis Financial Services
Maryland
$11K – – –
EWM
1082
Endurance Wealth Management
Rhode Island
$11K – – –
LFA
1083
Level Financial Advisors
New York
$11K – – –
OA
1084
Operose Advisors
Wisconsin
$11K – – –
LFG
1085
Larson Financial Group
Missouri
$10K +$39 +1 +0.4%
MBFW
1086
Morton Brown Family Wealth
Pennsylvania
$9K -$4.73K -120 -33%
NSB
1087
Norway Savings Bank
Maine
$9K -$3.94K -100 -29%
AA
1088
AlphaMark Advisors
Kentucky
$9K – – –
BLC
1089
Brown, Lisle/Cummings
Rhode Island
$8K – – –
BWL
1090
Bogart Wealth LLC
Virginia
$8K – – –
PP
1091
PrairieView Partners
Minnesota
$8K – – –
PFA
1092
Professional Financial Advisors
Nebraska
$8K – – –
RA
1093
Rise Advisors
New York
$8K – – –
SAM
1094
Strategic Asset Management
Minnesota
$8K – – –
MFA
1095
McClarren Financial Advisors
Pennsylvania
$8K +$9.37K +238 New
WWP
1096
WR Wealth Planners
Missouri
$7.11K – – –
FPFS
1097
First Personal Financial Services
North Carolina
$7K -$7.09K -180 -47%
FPB
1098
First PREMIER Bank
South Dakota
$7K – – –
SC
1099
Schubert & Co
Texas
$7K +$1.42K +36 +22%
SWM
1100
Selective Wealth Management
Virginia
$6K -$15.9K -405 -71%
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