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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1226
Pathway Financial Advisers
Indiana
$41.6K – – –
FCM
1227
Firsthand Capital Management
California
$40.6K +$52.9K +1,000 New
CAM
1228
Creekmur Asset Management
Illinois
$40.3K +$37.1K +701 New
BCA
1229
Bray Capital Advisors
Florida
$40.2K – – –
CTC
1230
Cetera Trust Company
Minnesota
$40.2K +$37K +700 New
VNA
1231
Valley National Advisers
Pennsylvania
$40K +$3.39K +64 +10%
NF
1232
Norwood Financial
Pennsylvania
$39.6K -$5.24K -99 -13%
CFS
1233
CGC Financial Services
Oregon
$39.4K +$16.1K +305 +80%
ACA
1234
American Capital Advisory
Idaho
$38.7K +$35.7K +674 New
CWP
1235
Concord Wealth Partners
Virginia
$38.6K – – –
JWM
1236
Janiczek Wealth Management
Colorado
$37.9K +$265 +5 +0.8%
PWMG
1237
Prestige Wealth Management Group
New Jersey
$37.3K – – –
MHR
1238
Matthew Hamilton Rosenberg
$37.1K +$3.07K +58 +10%
SWA
1239
SOA Wealth Advisors
New York
$36.5K – – –
IPW
1240
Impact Partnership Wealth
Georgia
$36.5K +$30.4K +575 +958%
OP
1241
ORG Partners
Indiana
$36K +$25.2K +476 +317%
CJ
1242
Caitlin John
Michigan
$35.8K +$33K +623 New
HFS
1243
Hantz Financial Services
Michigan
$35K – – –
UCB
1244
United Community Bank
South Carolina
$34.5K +$31.7K +600 New
BGAI
1245
Bruce G. Allen Investments
Colorado
$34.2K +$31.5K +596 New
WBC
1246
West Branch Capital
Massachusetts
$33.9K – – –
PS
1247
Planned Solutions
California
$33.3K +$30.7K +580 New
NRG
1248
Nemes Rush Group
Michigan
$33K -$423 -8 -1%
TSW
1249
Thompson Siegel & Walmsley
Virginia
$33K -$7.62K -144 -20%
CCA
1250
Criterion Capital Advisors
Tennessee
$32K +$29.5K +558 New
48 49
50
51 52