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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1476
Navigoe Wealth Management
California
$2K – – –
IIM
1477
IFC & Insurance Marketing
California
$2K +$1.61K +29 New
NWM
1478
Nova Wealth Management
Florida
$1.85K – – –
HFS
1479
Hughes Financial Services
Virginia
$1.69K -$1.89K -34 -52%
PWA
1480
Principia Wealth Advisory
Texas
$1.69K -$389 -7 -18%
PPC
1481
Park Place Capital
Alabama
$1.48K -$334 -6 -18%
1CP
1482
1015 Capital Partners
Pennsylvania
$1.37K +$1.45K +26 New
FC
1483
Fairscale Capital
New Hampshire
$1.32K -$42.2K -759 -97%
GPFA
1484
Game Plan Financial Advisors
Ohio
$1.27K – – –
RFA
1485
Reyes Financial Architecture
California
$1.27K +$1.33K +24 New
BFS
1486
Bare Financial Services
Pennsylvania
$1.16K +$612 +11 +100%
CIAM
1487
Caitong International Asset Management
Hong Kong
$1.06K -$123K -2,212 -99%
GWM
1488
Gilpin Wealth Management
Colorado
$1.06K +$1.11K +20 New
HWM
1489
HighMark Wealth Management
Minnesota
$1.06K – – –
PJC
1490
Phillip James Consulting
Minnesota
$1K +$1.22K +22 New
RS
1491
Rakuten Securities
Japan
$845 +$56 +1 +7%
RCM
1492
Raleigh Capital Management
North Carolina
$801 +$834 +15 New
RWS
1493
Retirement Wealth Solutions
Wisconsin
$740 -$2.83K -51 -78%
CAIM
1494
Catherine Avery Investment Management
Florida
$687 – – –
HIA
1495
HFM Investment Advisors
New Jersey
$529 -$111 -2 -17%
NRWA
1496
North Ridge Wealth Advisors
Oregon
$529 – – –
MDA
1497
Minot DeBlois Advisors
Massachusetts
$528 -$834 -15 -60%
DCM
1498
Davis Capital Management
Florida
$528 +$445 +8 +400%
FG
1499
Fairman Group
Pennsylvania
$423 -$500 -9 -53%
NA
1500
Networth Advisors
Pennsylvania
$423 +$445 +8 New
58 59
60
61 62