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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1176
Signature Wealth Management Partners
New Jersey
$253K – – –
BSHC
1177
Breed's Hill Capital
Massachusetts
$252K – – –
BWM
1178
BKM Wealth Management
Wisconsin
$251K – – –
HIG
1179
Heritage Investment Group
Florida
$251K – – –
PWP
1180
Phillips Wealth Planners
Mississippi
$251K -$4.48K -66 -2%
AWA
1181
Aaron Wealth Advisors
Illinois
$251K +$232K +3,423 New
SFCL
1182
Strengthening Families & Communities LLC
Massachusetts
$249K +$679 +10 +0.3%
DS
1183
DRW Securities
Illinois
$249K -$579K -8,540 -72%
EL
1184
EWA LLC
Pennsylvania
$248K -$6.92K -102 -3%
APP
1185
Avantax Planning Partners
Iowa
$248K -$611 -9 -0.3%
WC
1186
Wynn Capital
Georgia
$246K -$1.7K -25 -0.7%
IC
1187
Iconiq Capital
California
$245K -$176K -2,590 -44%
MA
1188
MONECO Advisors
Connecticut
$245K -$18.5K -273 -8%
AWM
1189
Accurate Wealth Management
Florida
$243K +$215K +3,168 New
ST
1190
Smithfield Trust
Pennsylvania
$242K – – –
HDA
1191
Harold Davidson & Associates
California
$242K -$15.3K -225 -6%
PWM
1192
Pines Wealth Management
North Carolina
$240K +$215K +3,175 New
AC
1193
Apella Capital
Connecticut
$239K +$218K +3,208 New
ATC
1194
Adirondack Trust Company
New York
$239K -$44.8K -660 -17%
AA
1195
Addison Advisors
Vermont
$239K +$271 +4 +0.1%
EFG
1196
Embree Financial Group
Illinois
$239K +$222K +3,265 New
ATPW
1197
Ashton Thomas Private Wealth
Arizona
$239K +$221K +3,263 New
FFWA
1198
FRG Family Wealth Advisors
Washington
$239K +$679 +10 +0.3%
SMA
1199
Sage Mountain Advisors
Georgia
$238K -$21.5K -317 -9%
SA
1200
Strategic Advisors
New York
$238K -$19.1K -282 -8%
46 47
48
49 50