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Carrier Global

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