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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1301
Prestige Wealth Management Group
New Jersey
$36.3K +$2.22K +40 +6%
ACA
1302
American Capital Advisory
Idaho
$36.2K +$111 +2 +0.3%
EP
1303
Essential Partners
California
$35.9K +$37K +665 +4,750%
KFAS
1304
Keating Financial Advisory Services
Kansas
$35.6K +$37.5K +674 New
TFIPS
1305
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.8K – – –
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$34.6K +$4.84K +87 +15%
AF
1307
Avanza Fonder
Sweden
$34.5K -$3.64M -65,447 -99%
AAG
1308
Armstrong Advisory Group
Massachusetts
$34.4K +$56 +1 +0.2%
CAM
1309
Chesapeake Asset Management
New York
$34.3K – – –
SWA
1310
SOA Wealth Advisors
New York
$33.6K – – –
PMFA
1311
Plante Moran Financial Advisors
Michigan
$33K -$8.51K -153 -20%
CTB
1312
Country Trust Bank
Illinois
$32.9K +$6.12K +110 +21%
GAFA
1313
Garton & Associates Financial Advisors
Kentucky
$32.8K +$34.5K +620 New
TF
1314
Tompkins Financial
New York
$32.7K – – –
PB
1315
Pinnacle Bancorp
Nebraska
$32.5K -$7.06K -127 -17%
WA
1316
WPG Advisers
Maryland
$32K +$2.45K +44 +8%
BOTPPF
1317
Board of the Pension Protection Fund
United Kingdom
$31.7K +$33.4K +600 New
GIA
1318
GHP Investment Advisors
Colorado
$31.5K – – –
CSPIA
1319
Cary Street Partners Investment Advisory
Virginia
$31.2K -$13K -233 -28%
WBC
1320
West Branch Capital
Massachusetts
$31.2K – – –
CVM
1321
Cheviot Value Management
California
$29.1K -$5.56K -100 -17%
SIS
1322
Sound Income Strategies
Florida
$28.9K +$1.22K +22 +4%
CWM
1323
Consultiva Wealth Management
Puerto Rico
$27.6K – – –
UBP
1324
Union Bancaire Privee
Switzerland
$27.2K +$28.4K +510 New
SIC
1325
SJS Investment Consulting
Ohio
$27.1K +$1.22K +22 +4%