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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
Aberdeen Wealth Management
Illinois
$256K – – –
SFS
1177
Sowell Financial Services
Arkansas
$255K -$14.9K -220 -6%
SWMP
1178
Signature Wealth Management Partners
New Jersey
$253K – – –
BSHC
1179
Breed's Hill Capital
Massachusetts
$252K – – –
BWM
1180
BKM Wealth Management
Wisconsin
$251K – – –
HIG
1181
Heritage Investment Group
Florida
$251K – – –
PWP
1182
Phillips Wealth Planners
Mississippi
$251K -$4.48K -66 -2%
AWA
1183
Aaron Wealth Advisors
Illinois
$251K +$232K +3,423 New
SFCL
1184
Strengthening Families & Communities LLC
Massachusetts
$249K +$679 +10 +0.3%
DS
1185
DRW Securities
Illinois
$249K -$579K -8,540 -72%
EL
1186
EWA LLC
Pennsylvania
$248K -$6.92K -102 -3%
APP
1187
Avantax Planning Partners
Iowa
$248K -$611 -9 -0.3%
WC
1188
Wynn Capital
Georgia
$246K -$1.7K -25 -0.7%
IC
1189
Iconiq Capital
California
$245K -$176K -2,590 -44%
MA
1190
MONECO Advisors
Connecticut
$245K -$18.5K -273 -8%
AWM
1191
Accurate Wealth Management
Florida
$243K +$215K +3,168 New
ST
1192
Smithfield Trust
Pennsylvania
$242K – – –
HDA
1193
Harold Davidson & Associates
California
$242K -$15.3K -225 -6%
PWM
1194
Pines Wealth Management
North Carolina
$240K +$215K +3,175 New
AC
1195
Apella Capital
Connecticut
$239K +$218K +3,208 New
ATC
1196
Adirondack Trust Company
New York
$239K -$44.8K -660 -17%
AA
1197
Addison Advisors
Vermont
$239K +$271 +4 +0.1%
EFG
1198
Embree Financial Group
Illinois
$239K +$222K +3,265 New
ATPW
1199
Ashton Thomas Private Wealth
Arizona
$239K +$221K +3,263 New
FFWA
1200
FRG Family Wealth Advisors
Washington
$239K +$679 +10 +0.3%
46 47
48
49 50