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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1076
Cooper Financial Group
California
$233K +$4.5K +76 +2%
WFAG
1077
Wescott Financial Advisory Group
Pennsylvania
$233K -$1.13K -19 -0.5%
VCM
1078
Virtue Capital Management
Tennessee
$233K -$89.7K -1,516 -26%
EGWAG
1079
Elwood & Goetz Wealth Advisory Group
Georgia
$233K +$2.66K +45 +1%
CW
1080
Code Waechter
Florida
$231K +$7.34K +124 +3%
JEST
1081
JTC Employer Solutions Trustee
Jersey
$230K +$888 +15 +0.4%
KCM
1082
Kathmere Capital Management
Pennsylvania
$229K +$241K +4,074 New
SWM
1083
SeaCrest Wealth Management
New York
$228K +$240K +4,055 New
RRA
1084
Round Rock Advisors
Connecticut
$227K +$592 +10 +0.2%
HCM
1085
Howland Capital Management
Massachusetts
$226K – – –
KA
1086
Kovack Advisors
Florida
$226K -$43.3K -732 -15%
Capstone Investment Advisors
1087
Capstone Investment Advisors
New York
$226K -$868K -14,655 -79%
SC
1088
Shay Capital
New York
$225K -$296K -5,000 -56%
VEM
1089
Vann Equity Management
Texas
$225K +$237K +3,998 New
Cohen & Steers
1090
Cohen & Steers
New York
$225K – – –
WC
1091
Westerkirk Capital
$225K +$236K +3,992 New
CFP
1092
Catalyst Financial Partners
Massachusetts
$225K +$236K +3,989 New
MWP
1093
Madison Wealth Partners
Wisconsin
$222K +$9.59K +162 +4%
Procyon Advisors
1094
Procyon Advisors
Connecticut
$221K -$79K -1,335 -25%
Douglas Lane & Associates
1095
Douglas Lane & Associates
New York
$220K – – –
AWCI
1096
Alpine Woods Capital Investors
New York
$219K – – –
CWM
1097
Cornerstone Wealth Management
Missouri
$219K +$230K +3,886 New
PCA
1098
Peddock Capital Advisors
Massachusetts
$218K -$63.7K -1,076 -22%
CCT
1099
Chemung Canal Trust
New York
$217K -$125K -2,105 -35%
Hantz Financial Services
1100
Hantz Financial Services
Michigan
$217K +$103K +1,743 +82%