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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1101
Arcadia Investment Management
Michigan
$49.7K -$352 -8 -0.8%
BAM
1102
Bosun Asset Management
Illinois
$49.7K +$44K +1,000 New
FCM
1103
Firsthand Capital Management
California
$49.7K +$44K +1,000 New
USB
1104
Union Savings Bank
Connecticut
$49.1K +$36.3K +824 New
NFSG
1105
Newbridge Financial Services Group
Florida
$47.6K +$22K +501 +110%
LFASL
1106
Lugano Financial Advisors SA (LFA)
Switzerland
$46.7K +$41.4K +940 New
BWM
1107
BerganKDV Wealth Management
Minnesota
$46.7K -$7.66K -174 -16%
AAG
1108
Armstrong Advisory Group
Massachusetts
$44.5K – – –
MFT
1109
Moisand Fitzgerald Tamayo
Florida
$43.3K – – –
PHAM
1110
Portland Hill Asset Management
United Kingdom
$43K – – –
CWM
1111
CarsonAllaria Wealth Management
Illinois
$41.4K +$44 +1 +0.1%
NF
1112
Norwood Financial
Pennsylvania
$41.2K -$3.12K -71 -8%
GI
1113
Gradient Investments
Minnesota
$40.9K +$4.4K +100 +14%
PB
1114
Pinnacle Bancorp
Nebraska
$39.8K – – –
CB
1115
Centennial Bank
Arkansas
$39.7K – – –
PMFA
1116
Plante Moran Financial Advisors
Michigan
$39.3K – – –
SWA
1117
Sutton Wealth Advisors
Florida
$39.1K +$4.44K +101 +15%
CG
1118
Cutler Group
California
$39K -$57.2K -1,300 -62%
CWP
1119
Concord Wealth Partners
Virginia
$38.9K – – –
CPG
1120
Cornerstone Planning Group
New Jersey
$38.2K +$33.8K +768 New
TWM
1121
Tradition Wealth Management
Minnesota
$38K +$1.19K +27 +4%
ACM
1122
Antonetti Capital Management
Florida
$37.2K – – –
M
1123
MOTCO
Texas
$36.5K +$132 +3 +0.4%
TSW
1124
Thompson Siegel & Walmsley
Virginia
$36K – – –
VNA
1125
Valley National Advisers
Pennsylvania
$36K +$1.1K +25 +4%
43 44
45
46 47