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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1401
Coastline Trust
Rhode Island
$31.4K – – –
BCPWM
1402
Bradley & Co Private Wealth Management
Florida
$31.4K +$34.7K +460 New
GKIM
1403
GW&K Investment Management
Massachusetts
$31K – – –
DPW
1404
DiNuzzo Private Wealth
Pennsylvania
$30K -$377 -5 -1%
MFA
1405
McClarren Financial Advisors
Pennsylvania
$29K – – –
IFS
1406
Intelligent Financial Strategies
Minnesota
$29K – – –
1IA
1407
1620 Investment Advisors
Massachusetts
$27.8K -$2.64K -35 -8%
GEA
1408
Glen Eagle Advisors
New Jersey
$27.8K -$8.98K -119 -23%
PSFG
1409
Park Square Financial Group
Georgia
$27.6K +$30.5K +404 New
MFT
1410
Moisand Fitzgerald Tamayo
Florida
$27.5K – – –
AT
1411
Arlington Trust
Alabama
$27.3K – – –
OW
1412
Olistico Wealth
Oklahoma
$27.3K – – –
SIC
1413
SJS Investment Consulting
Ohio
$26.7K -$1.74K -23 -6%
VNA
1414
Valley National Advisers
Pennsylvania
$26K – – –
RDFA
1415
Ritter Daniher Financial Advisory
Ohio
$25.9K +$13.6K +180 +90%
CP
1416
Castleview Partners
Texas
$25.4K +$75 +1 +0.3%
BGAI
1417
Bruce G. Allen Investments
Colorado
$25.3K – – –
AAG
1418
Accordant Advisory Group
Maryland
$24.7K – – –
BFPW
1419
BOK Financial Private Wealth
Colorado
$24.7K +$12.1K +160 +80%
BHWM
1420
Beaird Harris Wealth Management
Texas
$24.3K +$26.9K +356 New
FWM
1421
FSA Wealth Management
Massachusetts
$24.1K – – –
NRG
1422
Nemes Rush Group
Michigan
$23.9K – – –
TIM
1423
Tortoise Investment Management
New York
$23.9K – – –
CMA
1424
Cedar Mountain Advisors
Oregon
$23.6K – – –
GGI
1425
Godsey & Gibb Inc
Virginia
$23.3K -$10.2K -135 -28%
55 56
57
58 59