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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1351
Centricity Wealth Management
Ohio
$34.9K -$10.7K -161 -23%
AIC
1352
Archer Investment Corporation
Indiana
$33.9K
T
1353
Transce3nd
Texas
$33.8K -$133 -2 -0.4%
CFS
1354
CGC Financial Services
Oregon
$33.4K -$10.5K -158 -23%
CWM
1355
Consultiva Wealth Management
Puerto Rico
$33.2K +$16.1K +243 +87%
Loomis, Sayles & Company
1356
Loomis, Sayles & Company
Massachusetts
$33K -$18.4K -277 -35%
GKIM
1357
GW&K Investment Management
Massachusetts
$33K +$4.72K +71 +16%
FFA
1358
Frazier Financial Advisors
Ohio
$32.4K
SIS
1359
Sound Income Strategies
Florida
$32K +$1.4K +21 +4%
BFP
1360
Briaud Financial Planning
Texas
$32K
PMFA
1361
Plante Moran Financial Advisors
Michigan
$31.9K -$5.65K -85 -14%
CTC
1362
Cetera Trust Company
Minnesota
$31.7K -$6.64K -100 -17%
BCFD
1363
Boit C.F. David
$31.7K
CTB
1364
Country Trust Bank
Illinois
$31.7K
HCM
1365
Hollencrest Capital Management
California
$30.8K
RTL
1366
Red Tortoise LLC
Georgia
$30.5K
DIP
1367
DT Investment Partners
Pennsylvania
$29.2K
BCPWM
1368
Bradley & Co Private Wealth Management
Florida
$29.2K
CT
1369
Coastline Trust
Rhode Island
$29.2K
IRAG
1370
Investment Research & Advisory Group
Georgia
$28.6K +$30K +451 New
MFS
1371
Mattson Financial Services
Michigan
$28.5K
AWM
1372
Accredited Wealth Management
Kentucky
$28.1K +$29.4K +443 New
DPW
1373
DiNuzzo Private Wealth
Pennsylvania
$27.7K -$133 -2 -0.5%
FWM
1374
FSA Wealth Management
Massachusetts
$27.6K +$5.45K +82 +23%
MFA
1375
McClarren Financial Advisors
Pennsylvania
$27K