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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
1301
Morton Brown Family Wealth
Pennsylvania
$14.2K – – –
MCM
1302
MidAtlantic Capital Management
Virginia
$13.8K +$12.7K +240 New
SN
1303
Sittner & Nelson
Oregon
$13.6K – – –
PWMG
1304
Private Wealth Management Group
New Jersey
$13.3K +$12.2K +231 New
PP
1305
PrairieView Partners
Minnesota
$13K – – –
DF
1306
DecisionPoint Financial
Arizona
$12.6K – – –
PK
1307
Pflug Koory
Nebraska
$12.5K – – –
WIA
1308
Wetzel Investment Advisors
Indiana
$12K +$10.7K +203 New
RWM
1309
Raffa Wealth Management
District of Columbia
$11.5K – – –
FPFS
1310
First Personal Financial Services
North Carolina
$11.5K – – –
RDFA
1311
Ritter Daniher Financial Advisory
Ohio
$11.5K – – –
Kayne Anderson Rudnick Investment Management
1312
Kayne Anderson Rudnick Investment Management
California
$11.4K +$2.12K +40 +25%
KWAG
1313
Kiely Wealth Advisory Group
North Carolina
$11.2K +$10.6K +200 New
FPB
1314
First PREMIER Bank
South Dakota
$11K – – –
EWP
1315
Elevation Wealth Partners
California
$10.8K +$10.3K +195 New
NICM
1316
Neo Ivy Capital Management
New York
$10K +$9.52K +180 New
SL
1317
Salomon & Ludwin
Virginia
$9.94K – – –
RWPA
1318
Richard W. Paul & Associates
Michigan
$9.88K – – –
FWM
1319
Focused Wealth Management
New York
$9.77K – – –
VWM
1320
Venturi Wealth Management
Texas
$9.54K -$4.66K -88 -35%
AWM
1321
Abound Wealth Management
Tennessee
$9.49K – – –
LF
1322
Lee Financial
Texas
$9.11K +$1.96K +37 +31%
FMP
1323
Financial Management Professionals
Texas
$9K -$15.1K -286 -66%
FGA
1324
Fortis Group Advisors
New Jersey
$8.73K +$4.02K +76 +100%
LOIP
1325
Live Oak Investment Partners
Texas
$8.62K – – –