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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1101
Disciplined Investments
Oklahoma
$11K -$1.22K -31 -9%
AFS
1102
Annapolis Financial Services
Maryland
$11K
CAL
1103
Capital Advisors Ltd
Ohio
$11K
LFA
1104
Level Financial Advisors
New York
$11K
OA
1105
Operose Advisors
Wisconsin
$11K
LFG
1106
Larson Financial Group
Missouri
$10K -$3.89K -99 -26%
AWM
1107
Avior Wealth Management
Nebraska
$10K
AA
1108
AlphaMark Advisors
Kentucky
$9K
VCM
1109
Vigilant Capital Management
Maine
$9K
GIA
1110
GHP Investment Advisors
Colorado
$9K +$10K +256 New
BLC
1111
Brown, Lisle/Cummings
Rhode Island
$8.02K -$785 -20 -8%
PFPT
1112
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K -$181K -4,610 -95%
PP
1113
PrairieView Partners
Minnesota
$8K
PFA
1114
Professional Financial Advisors
Nebraska
$8K
SAM
1115
Strategic Asset Management
Minnesota
$8K
RA
1116
Rise Advisors
New York
$8K +$39 +1 +0.5%
BWL
1117
Bogart Wealth LLC
Virginia
$8K +$7.85K +200 +714%
WWP
1118
WR Wealth Planners
Missouri
$7.13K
FPB
1119
First PREMIER Bank
South Dakota
$7K
IBOK
1120
Independence Bank of Kentucky
Kentucky
$6K
Kayne Anderson Rudnick Investment Management
1121
Kayne Anderson Rudnick Investment Management
California
$6K
MWC
1122
MBM Wealth Consultants
Missouri
$6K
FWM
1123
Focused Wealth Management
New York
$6K +$39 +1 +0.6%
SC
1124
Schubert & Co
Texas
$6K +$3.06K +78 +89%
HWMA
1125
Heritage Wealth Management (Arizona)
Arizona
$5.88K