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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1126
Baldwin Wealth Partners
Massachusetts
$34K – – –
BWM
1127
BerganKDV Wealth Management
Minnesota
$33K – – –
VNA
1128
Valley National Advisers
Pennsylvania
$33K – – –
FNBOSM
1129
First National Bank of South Miami
Florida
$32K -$7.91K -177 -21%
PWMG
1130
Prestige Wealth Management Group
New Jersey
$32K -$2.15K -48 -7%
CAGAS
1131
Capital Advisory Group Advisory Services
Minnesota
$32K – – –
SWA
1132
SOA Wealth Advisors
New York
$32K +$6.88K +154 +30%
SQA
1133
Simon Quick Advisors
New Jersey
$31K +$89 +2 +0.3%
BFC
1134
Bedel Financial Consulting
Indiana
$30K – – –
SC
1135
Sierra Capital
Florida
$30K – – –
RAM
1136
Riggs Asset Management
Pennsylvania
$30K +$2.9K +65 +12%
FAM
1137
Fred Alger Management
New York
$29K -$23.6K -527 -47%
AL
1138
ADE LLC
Maryland
$29K -$2.32K -52 -8%
FI
1139
Financial Insights
Washington
$28.2K +$26K +581 New
SFSIG
1140
San Francisco Sentry Investment Group
California
$27K -$4.47K -100 -15%
CAM
1141
Costello Asset Management
Pennsylvania
$26K – – –
AssetMark Inc
1142
AssetMark Inc
California
$25K -$4M -89,532 -99%
FRA
1143
Front Row Advisors
California
$25K – – –
KFS
1144
Kelly Financial Services
Massachusetts
$25K +$45 +1 +0.2%
DI
1145
Disciplined Investments
Oklahoma
$23K +$4.96K +111 +31%
SIS
1146
Sound Income Strategies
Florida
$22K -$35.6K -797 -64%
BCPWM
1147
Bradley & Co Private Wealth Management
Florida
$22K – – –
MA
1148
MCF Advisors
Kentucky
$22K – – –
TFO
1149
Tarbox Family Office
California
$22K +$1.12K +25 +6%
LSA
1150
Leonteq Securities AG
Switzerland
$21.4K -$26.8K -600 -58%