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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Endurance Wealth Management
Rhode Island
$22K +$972 +25 +5%
KFS
1102
Kelly Financial Services
Massachusetts
$21.7K +$78 +2 +0.4%
SWA
1103
SOA Wealth Advisors
New York
$21K -$1.01K -26 -5%
RWB
1104
RMR Wealth Builders
New Jersey
$21K +$14.5K +374 +290%
SFA
1105
Semmax Financial Advisors
North Carolina
$21K +$17.3K +445 +754%
CL
1106
COWA LLC
Oklahoma
$20K – – –
CAC
1107
Certified Advisory Corp
Florida
$20K +$18K +463 New
FRA
1108
Front Row Advisors
California
$19K – – –
MA
1109
MCF Advisors
Kentucky
$19K – – –
SWG
1110
Summit Wealth Group
Vermont
$19K +$17.1K +441 New
BCPWM
1111
Bradley & Co Private Wealth Management
Florida
$19K +$17.9K +460 New
PMFA
1112
Plante Moran Financial Advisors
Michigan
$18K -$7.78K -200 -31%
TFO
1113
Tarbox Family Office
California
$18K +$1.59K +41 +10%
CIA
1114
Cascade Investment Advisors
Oregon
$17.4K – – –
TFIPS
1115
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.3K – – –
JWM
1116
Janiczek Wealth Management
Colorado
$17K -$1.75K -45 -10%
AA
1117
AlphaMark Advisors
Kentucky
$17K – – –
CWA
1118
Clearview Wealth Advisors
Oregon
$17K – – –
FMB
1119
Field & Main Bank
Kentucky
$17K – – –
HMS
1120
Hanseatic Management Services
New Mexico
$17K +$117 +3 +0.7%
NSB
1121
Norway Savings Bank
Maine
$16K -$2.22K -57 -13%
LFG
1122
Larson Financial Group
Missouri
$16K – – –
SN
1123
Sittner & Nelson
Oregon
$16K – – –
TWM
1124
Tradition Wealth Management
Minnesota
$15K – – –
TIM
1125
Tortoise Investment Management
New York
$15K +$3.89K +100 +40%
43 44
45
46 47