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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1226
Jackson Grant Investment Advisers
Connecticut
$92.9K +$204 +3 +0.2%
AAS
1227
Ameritas Advisory Services
Nebraska
$92K -$1.09M -16,096 -91%
HFS
1228
Hopwood Financial Services
Virginia
$91.9K – – –
CA
1229
Crewe Advisors
Utah
$91.7K +$104K +1,536 New
PP
1230
Pacifica Partners
Canada
$91.1K – – –
ETS
1231
ESL Trust Services
New York
$89.5K – – –
FCT
1232
First Community Trust
Iowa
$87.9K – – –
CA
1233
CoreCap Advisors
Michigan
$86.6K -$10.9K -160 -10%
BAM
1234
Bellevue Asset Management
Washington
$85.5K – – –
OC
1235
Oakmont Corp
California
$84.4K – – –
PAM
1236
Palisade Asset Management
Minnesota
$84.3K +$95.9K +1,412 New
PWA
1237
Provenance Wealth Advisors
Florida
$83.5K – – –
JWA
1238
JFS Wealth Advisors
Pennsylvania
$83.3K -$15.1K -222 -14%
DFA
1239
DHJJ Financial Advisors
Illinois
$83.1K – – –
SSG
1240
Summit Securities Group
New York
$82.3K +$57.3K +843 +157%
C
1241
Covestor
United Kingdom
$82K -$23.5K -346 -20%
HC
1242
Hara Capital
Washington
$80K – – –
FFO
1243
Fortitude Family Office
Arizona
$80K +$68 +1 +0.1%
CSB
1244
City State Bank
Iowa
$77.8K -$3.4K -50 -4%
APW
1245
Acima Private Wealth
Virginia
$77.6K – – –
NFSG
1246
Newbridge Financial Services Group
Florida
$77.2K -$68 -1 -0.1%
CFFP
1247
Center for Financial Planning
Michigan
$77K – – –
VCM
1248
Versant Capital Management
Arizona
$76.9K – – –
CWM
1249
Crowley Wealth Management
Delaware
$74.6K – – –
RFP
1250
Root Financial Partners
California
$72.6K +$82.6K +1,216 New
48 49
50
51 52