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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1101
Cassaday & Co Wealth Management
Virginia
$223K -$6.17K -111 -3%
PBC
1102
Pavion Blue Capital
California
$223K
ADL
1103
Asset Dedication LLC
California
$223K -$10.5K -189 -4%
TA
1104
Townsend & Associates
Colorado
$222K
MF
1105
Montis Financial
Massachusetts
$222K +$13.8K +249 +6%
RCM
1106
Radnor Capital Management
Pennsylvania
$222K
IIC
1107
Ironwood Investment Counsel
Arizona
$221K +$5.56K +100 +2%
NFA
1108
Northwest Financial Advisors
Virginia
$221K -$7.62K -137 -3%
Empower Advisory Group
1109
Empower Advisory Group
Colorado
$221K -$40.4K -726 -15%
TM
1110
TigerOak Management
New Mexico
$220K
TPI
1111
Trust Point Inc
Wisconsin
$220K -$6.17K -111 -3%
WFAG
1112
Wescott Financial Advisory Group
Pennsylvania
$220K +$10.3K +186 +5%
AWE
1113
Avidian Wealth Enterprises
Texas
$219K -$14.7K -264 -6%
AHL
1114
Abel Hall LLC
Louisiana
$219K +$230K +4,145 New
MPWT
1115
MassMutual Private Wealth & Trust
Connecticut
$219K +$3.5K +63 +2%
PAS
1116
Parsonex Advisory Services
Colorado
$219K -$28.1K -506 -11%
BWP
1117
BSW Wealth Partners
Colorado
$218K -$53.6K -964 -19%
MCA
1118
MSH Capital Advisors
Arizona
$217K +$5.95K +107 +3%
EGWAG
1119
Elwood & Goetz Wealth Advisory Group
Georgia
$216K +$4.22K +76 +2%
PFM
1120
Patton Fund Management
Texas
$215K +$22.6K +406 +11%
CFG
1121
Cooper Financial Group
California
$215K +$24.5K +441 +12%
JEST
1122
JTC Employer Solutions Trustee
Jersey
$215K +$111 +2 +0%
CT
1123
Chicago Trust
Illinois
$215K -$20K -360 -8%
AWM
1124
Ariadne Wealth Management
California
$214K +$183K +3,295 New
VA
1125
Valmark Advisers
Ohio
$213K -$278 -5 -0.1%