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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
1451
Bradley & Co Private Wealth Management
Florida
$36.4K – – –
HIMS
1452
Hager Investment Management Services
New Hampshire
$35.9K -$8.11K -124 -20%
IRAG
1453
Investment Research & Advisory Group
Georgia
$34.8K – – –
OCWP
1454
Owl Creek Wealth Partners
Colorado
$34.3K +$10.5K +160 +52%
DIP
1455
DT Investment Partners
Pennsylvania
$33.8K – – –
BW
1456
Bravera Wealth
North Dakota
$33.7K – – –
CT
1457
Coastline Trust
Rhode Island
$33.7K – – –
PWA
1458
Physician Wealth Advisors
Utah
$33.2K +$4.38K +67 +17%
GKIM
1459
GW&K Investment Management
Massachusetts
$32K +$458 +7 +2%
NRG
1460
Nemes Rush Group
Michigan
$31.6K – – –
DPW
1461
DiNuzzo Private Wealth
Pennsylvania
$31.5K +$131 +2 +0.5%
JWM
1462
JPL Wealth Management
Colorado
$30.4K +$2.94K +45 +12%
CPG
1463
Cornerstone Planning Group
New Jersey
$30.1K +$719 +11 +3%
1IA
1464
1620 Investment Advisors
Massachusetts
$29.9K – – –
KFP
1465
Kerr Financial Planning
California
$29.6K +$65 +1 +0.2%
MFT
1466
Moisand Fitzgerald Tamayo
Florida
$29.6K – – –
SEP
1467
Signature Equity Partners
Ohio
$29.4K -$16.1K -247 -38%
OW
1468
Olistico Wealth
Oklahoma
$29.3K – – –
CWP
1469
Concord Wealth Partners
Virginia
$29.3K +$26.1K +400 New
MHR
1470
Matthew Hamilton Rosenberg
$28.7K +$4.18K +64 +20%
LWM
1471
Lodestone Wealth Management
Washington
$28.6K -$915 -14 -3%
WBC
1472
West Branch Capital
Massachusetts
$28.2K -$8.17K -125 -25%
FMP
1473
Financial Management Professionals
Texas
$28.1K +$14.7K +225 +142%
EF
1474
Entrust Financial
Pennsylvania
$27.5K – – –
BC
1475
Bayforest Capital
United Kingdom
$27.4K +$24.4K +374 New
57 58
59
60 61