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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1151
Ignite Planners
California
$236K – – –
AWP
1152
Abacus Wealth Partners
California
$236K +$2.41K +32 +0.9%
SWMP
1153
Signature Wealth Management Partners
New Jersey
$235K – – –
BSHC
1154
Breed's Hill Capital
Massachusetts
$235K +$33.3K +441 +15%
BWM
1155
BKM Wealth Management
Wisconsin
$234K – – –
JIC
1156
Joel Isaacson & Co
New York
$234K – – –
HIG
1157
Heritage Investment Group
Florida
$234K – – –
KLCM
1158
KG&L Capital Management
Louisiana
$233K -$8.3K -110 -3%
CC
1159
Corton Capital
Ontario, Canada
$232K +$256K +3,400 New
SFCL
1160
Strengthening Families & Communities LLC
Massachusetts
$232K – – –
WC
1161
Wynn Capital
Georgia
$231K – – –
EI
1162
Ellevest Inc
New York
$231K -$2.04K -27 -0.8%
APP
1163
Avantax Planning Partners
Iowa
$231K +$34.2K +454 +16%
RDWM
1164
Red Door Wealth Management
Tennessee
$231K -$3.09K -41 -1%
OCPWS
1165
One Charles Private Wealth Services
Massachusetts
$230K +$3.02K +40 +1%
HWAM
1166
Hennion & Walsh Asset Management
New Jersey
$229K +$377 +5 +0.1%
CWG
1167
Cornerstone Wealth Group
North Carolina
$229K -$64.7K -858 -20%
NCFG
1168
New Century Financial Group
New Jersey
$229K +$249K +3,304 New
PWM
1169
Pines Wealth Management
North Carolina
$227K +$258K +3,418 New
ST
1170
Smithfield Trust
Pennsylvania
$227K – – –
QPWM
1171
Quadrant Private Wealth Management
Pennsylvania
$227K -$2.34K -31 -0.9%
PWP
1172
Phillips Wealth Planners
Mississippi
$227K -$981 -13 -0.4%
OC
1173
Optima Capital
Oregon
$225K +$248K +3,290 New
QC
1174
Quent Capital
New York
$225K +$4.98K +66 +2%
MA
1175
MONECO Advisors
Connecticut
$225K -$59.2K -785 -19%
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