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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1226
Prestige Wealth Management Group
New Jersey
$35K -$3.45K -64 -9%
EWM
1227
Elmwood Wealth Management
California
$35K +$34.5K +640 New
BA
1228
Bivin & Associates
Oklahoma
$35K +$35.1K +650 New
AWA
1229
Amplius Wealth Advisors
Pennsylvania
$34K +$34.2K +633 New
TC
1230
TAP Consulting
Missouri
$33K +$33K +612 New
GEA
1231
Glen Eagle Advisors
New Jersey
$31.5K -$6.48K -120 -17%
CB
1232
CNB Bank
Pennsylvania
$31K -$4.32K -80 -12%
OSNBOA
1233
Old Second National Bank of Aurora
Illinois
$31K – – –
SWM
1234
Selective Wealth Management
Virginia
$31K – – –
FRA
1235
Front Row Advisors
California
$28K +$3.24K +60 +13%
EWA
1236
EverSource Wealth Advisors
Alabama
$28K +$27.6K +511 New
FAM
1237
Fred Alger Management
New York
$28K +$27.8K +515 New
KFS
1238
Kelly Financial Services
Massachusetts
$28K +$54 +1 +0.2%
BCFD
1239
Boit C.F. David
$27K – – –
ZIG
1240
Zullo Investment Group
Pennsylvania
$27K +$26.8K +496 New
IFS
1241
Intelligent Financial Strategies
Minnesota
$27K +$26.8K +497 New
SIS
1242
Sound Income Strategies
Florida
$26K +$3.02K +56 +13%
PP
1243
PrairieView Partners
Minnesota
$26K +$13.7K +254 +112%
EPM
1244
Equitec Proprietary Markets
Illinois
$26K +$25.6K +475 New
BCPWM
1245
Bradley & Co Private Wealth Management
Florida
$25K – – –
TFO
1246
Tarbox Family Office
California
$25K – – –
JWM
1247
Janiczek Wealth Management
Colorado
$23K – – –
CIA
1248
Cascade Investment Advisors
Oregon
$22.4K – – –
AA
1249
AlphaMark Advisors
Kentucky
$22K – – –
FMB
1250
Field & Main Bank
Kentucky
$22K – – –
48 49
50
51 52