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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1251
Fortitude Advisory Group
Washington
$21K +$20.1K +373 New
SN
1252
Sittner & Nelson
Oregon
$20K – – –
BIA
1253
Bell Investment Advisors
California
$20K +$5.18K +96 +35%
MTWM
1254
Masso Torrence Wealth Management
New Jersey
$20K +$19.8K +367 New
FP
1255
Financial Perspectives
Minnesota
$19.6K – – –
EWM
1256
Endurance Wealth Management
Rhode Island
$19K -$5.94K -110 -24%
TIM
1257
Tortoise Investment Management
New York
$19K – – –
CMA
1258
Cedar Mountain Advisors
Oregon
$19K +$54 +1 +0.3%
TWM
1259
Tradition Wealth Management
Minnesota
$19K +$54 +1 +0.3%
TLCM
1260
Twin Lakes Capital Management
California
$19K +$54 +1 +0.3%
MFA
1261
McClarren Financial Advisors
Pennsylvania
$18K +$54 +1 +0.3%
TCWA
1262
Ten Capital Wealth Advisors
Washington
$17K – – –
LFA
1263
Level Financial Advisors
New York
$17K +$17.3K +320 New
MGIM
1264
M&G Investment Management
United Kingdom
$17K -$628K -11,630 -4%
TLFA
1265
True Link Financial Advisors
California
$16K -$30.2K -560 -66%
AWM
1266
Avior Wealth Management
Nebraska
$16K -$9.23K -171 -37%
AFS
1267
Annapolis Financial Services
Maryland
$16K – – –
PO
1268
Private Ocean
California
$16K – – –
FPWM
1269
FSB Premier Wealth Management
Iowa
$16K +$16.2K +300 New
OA
1270
Operose Advisors
Wisconsin
$16K +$16.2K +300 New
DI
1271
Disciplined Investments
Oklahoma
$15K – – –
C
1272
Covestor
United Kingdom
$14K +$13.5K +250 New
MG
1273
MilWealth Group
Wisconsin
$13.6K – – –
BLC
1274
Brown, Lisle/Cummings
Rhode Island
$13.3K +$13.2K +245 New
VCM
1275
Vigilant Capital Management
Maine
$13K – – –
49 50
51
52 53