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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1451
Consultiva Wealth Management
Puerto Rico
$38.4K – – –
HWP
1452
Highline Wealth Partners
California
$37.8K +$915 +14 +3%
CAC
1453
Core Alternative Capital
Georgia
$37.3K – – –
CVM
1454
Cheviot Value Management
California
$36.8K – – –
WA
1455
Walsh & Associates
Florida
$36.7K – – –
BC
1456
Burnham & Co
Michigan
$36.7K +$32.7K +500 New
BCPWM
1457
Bradley & Co Private Wealth Management
Florida
$36.4K – – –
HIMS
1458
Hager Investment Management Services
New Hampshire
$35.9K -$8.11K -124 -20%
IRAG
1459
Investment Research & Advisory Group
Georgia
$34.8K – – –
OCWP
1460
Owl Creek Wealth Partners
Colorado
$34.3K +$10.5K +160 +52%
DIP
1461
DT Investment Partners
Pennsylvania
$33.8K – – –
BW
1462
Bravera Wealth
North Dakota
$33.7K – – –
CT
1463
Coastline Trust
Rhode Island
$33.7K – – –
PWA
1464
Physician Wealth Advisors
Utah
$33.2K +$4.38K +67 +17%
GKIM
1465
GW&K Investment Management
Massachusetts
$32K +$458 +7 +2%
NRG
1466
Nemes Rush Group
Michigan
$31.6K – – –
DPW
1467
DiNuzzo Private Wealth
Pennsylvania
$31.5K +$131 +2 +0.5%
JWM
1468
JPL Wealth Management
Colorado
$30.4K +$2.94K +45 +12%
CPG
1469
Cornerstone Planning Group
New Jersey
$30.1K +$719 +11 +3%
1IA
1470
1620 Investment Advisors
Massachusetts
$29.9K – – –
KFP
1471
Kerr Financial Planning
California
$29.6K +$65 +1 +0.2%
MFT
1472
Moisand Fitzgerald Tamayo
Florida
$29.6K – – –
SEP
1473
Signature Equity Partners
Ohio
$29.4K -$16.1K -247 -38%
OW
1474
Olistico Wealth
Oklahoma
$29.3K – – –
CWP
1475
Concord Wealth Partners
Virginia
$29.3K +$26.1K +400 New
57 58
59
60 61