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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1326
Pacifica Partners
Canada
$113K – – –
HFS
1327
Hopwood Financial Services
Virginia
$113K – – –
CF
1328
Centaurus Financial
California
$111K +$103K +1,520 New
SC
1329
Sawyer & Company
Massachusetts
$110K – – –
ETS
1330
ESL Trust Services
New York
$110K – – –
FCT
1331
First Community Trust
Iowa
$108K – – –
BAM
1332
Bellevue Asset Management
Washington
$105K – – –
OC
1333
Oakmont Corp
California
$103K – – –
PWA
1334
Provenance Wealth Advisors
Florida
$102K -$3.73K -55 -4%
DFA
1335
DHJJ Financial Advisors
Illinois
$102K +$90.4K +1,333 +2,259%
CSB
1336
City State Bank
Iowa
$99K – – –
HC
1337
Hara Capital
Washington
$98.1K – – –
FFO
1338
Fortitude Family Office
Arizona
$98K -$3.19K -47 -3%
CIA
1339
Cape Investment Advisory
Georgia
$96.8K +$16.1K +237 +22%
APW
1340
Acima Private Wealth
Virginia
$95.1K – – –
NFSG
1341
Newbridge Financial Services Group
Florida
$94.8K +$5.22K +77 +6%
CFFP
1342
Center for Financial Planning
Michigan
$94.4K -$4.07K -60 -4%
VCM
1343
Versant Capital Management
Arizona
$94.3K +$7.26K +107 +9%
BCMLT
1344
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.4K +$7.26K +107 +9%
CWM
1345
Crowley Wealth Management
Delaware
$91.5K – – –
AWM
1346
Abound Wealth Management
Tennessee
$89K +$271 +4 +0.3%
CCMW
1347
Cypress Capital Management (Wyoming)
Wyoming
$88.6K – – –
RAM
1348
Ramirez Asset Management
New York
$87.8K -$6.79K -100 -8%
KTC
1349
Kentucky Trust Company
Kentucky
$87.8K – – –
BWM
1350
Bullock Wealth Management
Indiana
$87.4K -$4.95K -73 -6%
52 53
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55 56