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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1226
Bellevue Asset Management
Washington
$90.3K – – –
OC
1227
Oakmont Corp
California
$89.1K – – –
NS
1228
NBC Securities
Alabama
$89K +$6.14K +100 +8%
MRCM
1229
M&R Capital Management
New Jersey
$88.6K – – –
BWP
1230
Baldwin Wealth Partners
Massachusetts
$88K -$30.7K -500 -26%
FCT
1231
First Community Trust
Iowa
$85.2K – – –
CA
1232
Continuum Advisory
Idaho
$84.7K -$2.15K -35 -3%
PCMC
1233
Planning Capital Management Corporation
Pennsylvania
$84.5K – – –
CFFP
1234
Center for Financial Planning
Michigan
$83.5K -$3.56K -58 -4%
APW
1235
Acima Private Wealth
Virginia
$82K – – –
CAS
1236
Coppell Advisory Solutions
Texas
$78.8K +$76.7K +1,249 New
CTWM
1237
Cherry Tree Wealth Management
Minnesota
$76.6K – – –
JFA
1238
JNBA Financial Advisors
Minnesota
$74.8K – – –
RTC
1239
Riverview Trust Company
Washington
$74.2K – – –
PAG
1240
Paladin Advisory Group
Iowa
$73.3K – – –
BCMLT
1241
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.9K – – –
TSMHT
1242
Thurston Springer Miller Herd & Titak
Indiana
$71K +$69.1K +1,126 New
USB
1243
Union Savings Bank
Connecticut
$70.9K – – –
LFG
1244
Larson Financial Group
Missouri
$70.6K +$24.6K +401 +56%
APC
1245
Aspire Private Capital
North Carolina
$70.3K -$1.35K -22 -2%
FMB
1246
Field & Main Bank
Kentucky
$68.4K – – –
B
1247
Birchbrook
Maine
$64.7K -$6.14K -100 -9%
MTIC
1248
Missouri Trust & Investment Company
Missouri
$64.5K -$18.4K -300 -23%
RWMG
1249
Redwood Wealth Management Group
New Jersey
$63.9K +$62.2K +1,013 New
CIA
1250
Cape Investment Advisory
Georgia
$63.1K – – –
48 49
50
51 52