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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1451
Private Wealth Management Group
New Jersey
$16K – – –
TAM
1452
Tucker Asset Management
Colorado
$15.4K – – –
DF
1453
DecisionPoint Financial
Arizona
$15K – – –
PP
1454
PrairieView Partners
Minnesota
$15K – – –
DF
1455
Dunhill Financial
United Kingdom
$14.9K +$3.39K +45 +26%
EFG
1456
Ethos Financial Group
Pennsylvania
$14.6K +$16.1K +213 New
TCG
1457
Transcendent Capital Group
Oklahoma
$14.5K – – –
FPB
1458
First PREMIER Bank
South Dakota
$14K – – –
MA
1459
MCF Advisors
Kentucky
$13.9K – – –
MSFP
1460
Mark Sheptoff Financial Planning
Connecticut
$13.9K – – –
VWA
1461
VSM Wealth Advisory
Maryland
$13.7K +$15.2K +201 New
ITFISA
1462
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.5K – – –
FC
1463
Family CFO
California
$12.7K +$14K +186 New
AWM
1464
Abound Wealth Management
Tennessee
$11.5K -$75 -1 -0.6%
FMP
1465
Financial Management Professionals
Texas
$11.4K +$75 +1 +0.6%
HIW
1466
Holos Integrated Wealth
Pennsylvania
$11.3K +$12.4K +165 New
HNW
1467
High Note Wealth
Minnesota
$11.1K +$12.3K +163 New
RWPA
1468
Richard W. Paul & Associates
Michigan
$10.9K – – –
LOIP
1469
Live Oak Investment Partners
Texas
$10.2K – – –
WAG
1470
Wiser Advisor Group
Arizona
$10.2K +$75 +1 +0.7%
TPW
1471
Talon Private Wealth
Florida
$10.1K – – –
BIM
1472
Breakwater Investment Management
Washington
$9.9K – – –
AG
1473
AmeriFlex Group
Nevada
$9.46K +$10.9K +145 New
EWP
1474
Elevation Wealth Partners
California
$9.15K +$10.1K +134 New
MSG
1475
Main Street Group
Virginia
$9.08K – – –
57 58
59
60 61