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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1451
Spurstone Advisory Services
Connecticut
$3.04K +$3.46K +51 New
PCFFS
1452
Pacific Center for Financial Services
California
$2.98K – – –
OPTFSNA
1453
Old Point Trust & Financial Services N A
Virginia
$2.81K – – –
VWA
1454
Valued Wealth Advisors
Utah
$2.81K – – –
S
1455
Sachetta
Massachusetts
$2.75K -$5.57K -82 -64%
BGA
1456
Battery Global Advisors
Massachusetts
$2.63K – – –
T
1457
Tidemark
California
$2.52K – – –
SRCM
1458
Signature Resources Capital Management
California
$2.51K – – –
AP
1459
Aspect Partners
Virginia
$2.45K – – –
API
1460
Asset Planning Inc
California
$2.45K – – –
BHWM
1461
Bay Harbor Wealth Management
Maryland
$2.45K +$611 +9 +28%
PWA
1462
Principia Wealth Advisory
Texas
$2.33K +$476 +7 +22%
DWM
1463
Dogwood Wealth Management
Kansas
$2.21K -$4.28K -63 -63%
HCM
1464
Hollencrest Capital Management
California
$2.15K -$30.6K -450 -93%
NWM
1465
Nova Wealth Management
Florida
$2.09K +$2.38K +35 New
PPC
1466
Park Place Capital
Alabama
$2.03K – – –
NWM
1467
Navigoe Wealth Management
California
$2K – – –
TCA
1468
Trifecta Capital Advisors
Illinois
$1.85K – – –
CIAS
1469
CBIZ Investment Advisory Services
Ohio
$1.55K -$747 -11 -30%
MDA
1470
Minot DeBlois Advisors
Massachusetts
$1.49K – – –
GPFA
1471
Game Plan Financial Advisors
Ohio
$1.43K – – –
HWM
1472
HighMark Wealth Management
Minnesota
$1.19K – – –
LFA
1473
LGT Financial Advisors
Texas
$1.19K – – –
FG
1474
Fairman Group
Pennsylvania
$1.01K – – –
WWA
1475
Wealth Watch Advisors
Colorado
$1.01K +$1.16K +17 New
57 58
59
60 61