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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
1301
Wealth Science Advisors
Georgia
$33.8K +$37.9K +640 New
MIM
1302
MTM Investment Management
South Carolina
$31.3K -$23K -389 -41%
WPA
1303
Wealth Preservation Advisors
Tennessee
$29.5K -$127K -2,146 -80%
CWM
1304
Consultiva Wealth Management
Puerto Rico
$29.4K – – –
SIS
1305
Sound Income Strategies
Florida
$29.3K – – –
WBC
1306
West Branch Capital
Massachusetts
$28.7K -$4.74K -80 -14%
CAC
1307
Core Alternative Capital
Georgia
$28.6K – – –
CVM
1308
Cheviot Value Management
California
$28.3K – – –
HWP
1309
Highline Wealth Partners
California
$28.2K -$355 -6 -1%
GWSA
1310
Global Wealth Strategies & Associates
Colorado
$28.2K – – –
WA
1311
Walsh & Associates
Florida
$28.2K – – –
TAR
1312
Trask Adam Roland
$28.2K +$29.6K +500 New
BCPWM
1313
Bradley & Co Private Wealth Management
Florida
$27.9K – – –
GEA
1314
Glen Eagle Advisors
New Jersey
$27.7K +$59 +1 +0.2%
CPG
1315
Cornerstone Planning Group
New Jersey
$27.7K +$17.7K +299 +227%
RTL
1316
Red Tortoise LLC
Georgia
$27.1K – – –
SL
1317
Salomon & Ludwin
Virginia
$26.9K – – –
IRAG
1318
Investment Research & Advisory Group
Georgia
$26.7K – – –
DIP
1319
DT Investment Partners
Pennsylvania
$26K – – –
BW
1320
Bravera Wealth
North Dakota
$25.9K – – –
CT
1321
Coastline Trust
Rhode Island
$25.9K – – –
KFP
1322
Kerr Financial Planning
California
$24.9K +$178 +3 +0.8%
NRG
1323
Nemes Rush Group
Michigan
$24.3K +$2.13K +36 +9%
DPW
1324
DiNuzzo Private Wealth
Pennsylvania
$24.1K -$59 -1 -0.2%
GKIM
1325
GW&K Investment Management
Massachusetts
$24K +$1.01K +17 +4%
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