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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
Crewe Advisors
Utah
$91.7K +$104K +1,536 New
PP
1227
Pacifica Partners
Canada
$91.1K – – –
ETS
1228
ESL Trust Services
New York
$89.5K – – –
FCT
1229
First Community Trust
Iowa
$87.9K – – –
CA
1230
CoreCap Advisors
Michigan
$86.6K -$10.9K -160 -10%
BAM
1231
Bellevue Asset Management
Washington
$85.5K – – –
OC
1232
Oakmont Corp
California
$84.4K – – –
PAM
1233
Palisade Asset Management
Minnesota
$84.3K +$95.9K +1,412 New
PWA
1234
Provenance Wealth Advisors
Florida
$83.5K – – –
JWA
1235
JFS Wealth Advisors
Pennsylvania
$83.3K -$15.1K -222 -14%
DFA
1236
DHJJ Financial Advisors
Illinois
$83.1K – – –
SSG
1237
Summit Securities Group
New York
$82.3K +$57.3K +843 +157%
C
1238
Covestor
United Kingdom
$82K -$23.5K -346 -20%
HC
1239
Hara Capital
Washington
$80K – – –
FFO
1240
Fortitude Family Office
Arizona
$80K +$68 +1 +0.1%
CSB
1241
City State Bank
Iowa
$77.8K -$3.4K -50 -4%
APW
1242
Acima Private Wealth
Virginia
$77.6K – – –
NFSG
1243
Newbridge Financial Services Group
Florida
$77.2K -$68 -1 -0.1%
CFFP
1244
Center for Financial Planning
Michigan
$77K – – –
VCM
1245
Versant Capital Management
Arizona
$76.9K – – –
CWM
1246
Crowley Wealth Management
Delaware
$74.6K – – –
RFP
1247
Root Financial Partners
California
$72.6K +$82.6K +1,216 New
KTC
1248
Kentucky Trust Company
Kentucky
$71.6K – – –
RAM
1249
Ramirez Asset Management
New York
$71.6K – – –
AWM
1250
Abound Wealth Management
Tennessee
$70.8K -$2.11K -31 -3%
48 49
50
51 52