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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1326
Mark Sheptoff Financial Planning
Connecticut
$11.8K -$11.2K -200 -50%
RWM
1327
Raffa Wealth Management
District of Columbia
$11.7K
FPFS
1328
First Personal Financial Services
North Carolina
$11.6K
RDFA
1329
Ritter Daniher Financial Advisory
Ohio
$11.6K
Kayne Anderson Rudnick Investment Management
1330
Kayne Anderson Rudnick Investment Management
California
$11.5K
WIA
1331
Wetzel Investment Advisors
Indiana
$10.8K
GA
1332
GoalVest Advisory
New York
$10.6K +$10.3K +183 New
AWM
1333
Abound Wealth Management
Tennessee
$10K +$449 +8 +5%
RWPA
1334
Richard W. Paul & Associates
Michigan
$10K
PK
1335
Pflug Koory
Nebraska
$9.58K -$2.81K -50 -23%
VWM
1336
Venturi Wealth Management
Texas
$9.48K -$169 -3 -2%
FMP
1337
Financial Management Professionals
Texas
$9K
MAWCM
1338
Mine & Arao Wealth Creation & Management
California
$8.72K
OP
1339
ORG Partners
Indiana
$8.61K -$26.7K -476 -76%
WAG
1340
Wiser Advisor Group
Arizona
$8.57K
SL
1341
Salomon & Ludwin
Virginia
$8.43K -$1.97K -35 -19%
BIM
1342
Breakwater Investment Management
Washington
$8.43K +$8.15K +145 New
MSWM
1343
Mowery & Schoenfeld Wealth Management
Illinois
$8.14K
MSG
1344
Main Street Group
Virginia
$8.04K
IGWM
1345
ICA Group Wealth Management
Colorado
$7.91K
TIM
1346
Thompson Investment Management
Wisconsin
$7.79K
RWA
1347
Redmont Wealth Advisors
Illinois
$7.44K +$7.19K +128 New
BAM
1348
Byrne Asset Management
New Jersey
$7.38K +$3.37K +60 +90%
SR
1349
Syntax Research
Florida
$6.86K
CBT
1350
Central Bank & Trust
Kentucky
$6.74K +$6.52K +116 New