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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1376
Richardson Financial Services
Massachusetts
$3.72K +$3.6K +64 New
SC
1377
Sawyer & Company
Massachusetts
$3.55K – – –
MAM
1378
Meeder Asset Management
Ohio
$3.49K +$3.37K +60 New
DFA
1379
DHJJ Financial Advisors
Illinois
$3.43K – – –
FFL
1380
Financial Freedom LLC
Ohio
$3.23K +$56 +1 +2%
PP
1381
PFS Partners
New Jersey
$3.02K – – –
PCFFS
1382
Pacific Center for Financial Services
California
$2.91K – – –
CPA
1383
Clear Point Advisors
New York
$2.79K – – –
VWA
1384
Valued Wealth Advisors
Utah
$2.74K +$674 +12 +34%
NCM
1385
Northwest Capital Management
Oregon
$2.73K – – –
MIM
1386
Macroview Investment Management
Maryland
$2.62K – – –
SRCM
1387
Signature Resources Capital Management
California
$2.41K – – –
AP
1388
Aspect Partners
Virginia
$2.38K +$393 +7 +21%
TCM
1389
TD Capital Management
Tennessee
$2.33K – – –
OAJ
1390
Ogorek Anthony Joseph
New York
$2K – – –
PPC
1391
Park Place Capital
Alabama
$1.98K – – –
SWC
1392
Spectrum Wealth Counsel
Indiana
$1.92K +$1.85K +33 New
DWM
1393
Dogwood Wealth Management
Kansas
$1.85K – – –
TCA
1394
Trifecta Capital Advisors
Illinois
$1.8K – – –
TWD
1395
True Wealth Design
Ohio
$1.8K +$787 +14 +82%
BWL
1396
Bogart Wealth LLC
Virginia
$1.63K -$5.73K -102 -78%
ACA
1397
Atlas Capital Advisors
Wyoming
$1.63K -$152K -2,700 -99%
ECM
1398
Everence Capital Management
Indiana
$1.5K – – –
FRA
1399
Frank Rimerman Advisors
California
$1.45K – – –
GWMI
1400
Guardian Wealth Management (Illinois)
Illinois
$1.45K – – –
54 55
56
57 58