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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
KWAG
1326
Kiely Wealth Advisory Group
North Carolina
$12.4K – – –
TCG
1327
Transcendent Capital Group
Oklahoma
$12.4K +$12K +213 New
FPB
1328
First PREMIER Bank
South Dakota
$12K – – –
MSFP
1329
Mark Sheptoff Financial Planning
Connecticut
$11.8K -$11.2K -200 -50%
RWM
1330
Raffa Wealth Management
District of Columbia
$11.7K – – –
FPFS
1331
First Personal Financial Services
North Carolina
$11.6K – – –
RDFA
1332
Ritter Daniher Financial Advisory
Ohio
$11.6K – – –
Kayne Anderson Rudnick Investment Management
1333
Kayne Anderson Rudnick Investment Management
California
$11.5K – – –
WIA
1334
Wetzel Investment Advisors
Indiana
$10.8K – – –
GA
1335
GoalVest Advisory
New York
$10.6K +$10.3K +183 New
AWM
1336
Abound Wealth Management
Tennessee
$10K +$449 +8 +5%
RWPA
1337
Richard W. Paul & Associates
Michigan
$10K – – –
PK
1338
Pflug Koory
Nebraska
$9.58K -$2.81K -50 -23%
VWM
1339
Venturi Wealth Management
Texas
$9.48K -$169 -3 -2%
FMP
1340
Financial Management Professionals
Texas
$9K – – –
MAWCM
1341
Mine & Arao Wealth Creation & Management
California
$8.72K – – –
OP
1342
ORG Partners
Indiana
$8.61K -$26.7K -476 -76%
WAG
1343
Wiser Advisor Group
Arizona
$8.57K – – –
SL
1344
Salomon & Ludwin
Virginia
$8.43K -$1.97K -35 -19%
BIM
1345
Breakwater Investment Management
Washington
$8.43K +$8.15K +145 New
MSWM
1346
Mowery & Schoenfeld Wealth Management
Illinois
$8.14K – – –
MSG
1347
Main Street Group
Virginia
$8.04K – – –
IGWM
1348
ICA Group Wealth Management
Colorado
$7.91K – – –
TIM
1349
Thompson Investment Management
Wisconsin
$7.79K – – –
RWA
1350
Redmont Wealth Advisors
Illinois
$7.44K +$7.19K +128 New