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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMS
1301
Hager Investment Management Services
New Hampshire
$34.6K -$51.8K -875 -59%
WA
1302
WPG Advisers
Maryland
$34.5K +$414 +7 +1%
WSA
1303
Wealth Science Advisors
Georgia
$33.8K +$37.9K +640 New
MIM
1304
MTM Investment Management
South Carolina
$31.3K -$23K -389 -41%
WAU
1305
Wellington-Altus USA
Manitoba, Canada
$30.2K – – –
WPA
1306
Wealth Preservation Advisors
Tennessee
$29.5K -$127K -2,146 -80%
CWM
1307
Consultiva Wealth Management
Puerto Rico
$29.4K – – –
SIS
1308
Sound Income Strategies
Florida
$29.3K – – –
WBC
1309
West Branch Capital
Massachusetts
$28.7K -$4.74K -80 -14%
CAC
1310
Core Alternative Capital
Georgia
$28.6K – – –
CVM
1311
Cheviot Value Management
California
$28.3K – – –
HWP
1312
Highline Wealth Partners
California
$28.2K -$355 -6 -1%
GWSA
1313
Global Wealth Strategies & Associates
Colorado
$28.2K – – –
WA
1314
Walsh & Associates
Florida
$28.2K – – –
TAR
1315
Trask Adam Roland
$28.2K +$29.6K +500 New
BCPWM
1316
Bradley & Co Private Wealth Management
Florida
$27.9K – – –
GEA
1317
Glen Eagle Advisors
New Jersey
$27.7K +$59 +1 +0.2%
CPG
1318
Cornerstone Planning Group
New Jersey
$27.7K +$17.7K +299 +227%
RTL
1319
Red Tortoise LLC
Georgia
$27.1K – – –
SL
1320
Salomon & Ludwin
Virginia
$26.9K – – –
IRAG
1321
Investment Research & Advisory Group
Georgia
$26.7K – – –
DIP
1322
DT Investment Partners
Pennsylvania
$26K – – –
BW
1323
Bravera Wealth
North Dakota
$25.9K – – –
CT
1324
Coastline Trust
Rhode Island
$25.9K – – –
KFP
1325
Kerr Financial Planning
California
$24.9K +$178 +3 +0.8%
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