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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1176
Prentice Wealth Management
New York
$15K – – –
PO
1177
Private Ocean
California
$15K – – –
TC
1178
Truvestments Capital
Florida
$14K – – –
PWP
1179
Personal Wealth Partners
Minnesota
$14K +$12.9K +288 New
CMF
1180
Counterpoint Mutual Funds
California
$13K +$12.4K +277 New
PCTC
1181
Perkins Coie Trust Company
Washington
$12K -$39K -872 -78%
POIA
1182
Pin Oak Investment Advisors
Texas
$12K – – –
VCM
1183
Vigilant Capital Management
Maine
$12K – – –
PP
1184
PrairieView Partners
Minnesota
$11K – – –
PFA
1185
Professional Financial Advisors
Nebraska
$11K +$9.7K +217 New
FPB
1186
First PREMIER Bank
South Dakota
$10K -$6.26K -140 -41%
EIM
1187
Essex Investment Management
Massachusetts
$10K – – –
PWA
1188
Phoenix Wealth Advisors
North Carolina
$10K – – –
RA
1189
Resolute Advisors
California
$10K – – –
IBOK
1190
Independence Bank of Kentucky
Kentucky
$9K – – –
TFA
1191
Toth Financial Advisory
Virginia
$9K +$1.56K +35 +23%
FWM
1192
Focused Wealth Management
New York
$8K – – –
HWMA
1193
Heritage Wealth Management (Arizona)
Arizona
$8K – – –
HCM
1194
Horrell Capital Management
Arkansas
$8K – – –
MWC
1195
MBM Wealth Consultants
Missouri
$8K – – –
RCA
1196
Ranch Capital Advisors
Florida
$8K – – –
CBT
1197
CoreFirst Bank & Trust
Kansas
$7K – – –
MAWCM
1198
Mine & Arao Wealth Creation & Management
California
$7K – – –
ME
1199
McIlrath & Eck
Washington
$7K +$849 +19 +16%
AWM
1200
Avior Wealth Management
Nebraska
$6K – – –