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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
1476
Torren Management
California
$1.26K -$26.3K -444 -95%
BFS
1477
Bare Financial Services
Pennsylvania
$1.24K – – –
GWM
1478
Gilpin Wealth Management
Colorado
$1.13K – – –
1CP
1479
1015 Capital Partners
Pennsylvania
$1.13K -$355 -6 -23%
CIAS
1480
CBIZ Investment Advisory Services
Ohio
$1.07K -$1.54K -26 -58%
EA
1481
Evergreen Advisors
Tennessee
$1.03K +$1.07K +18 New
PJC
1482
Phillip James Consulting
Minnesota
$1K – – –
HIA
1483
HFM Investment Advisors
New Jersey
$845 +$296 +5 +50%
MAM
1484
Marquette Asset Management
Minnesota
$789 +$829 +14 New
TWM
1485
TopTier Wealth Management
Wisconsin
$788 +$829 +14 New
RWS
1486
Retirement Wealth Solutions
Wisconsin
$733 -$59 -1 -7%
CAIM
1487
Catherine Avery Investment Management
Florida
$732 – – –
NRWA
1488
North Ridge Wealth Advisors
Oregon
$564 – – –
DCM
1489
Davis Capital Management
Florida
$563 – – –
MDA
1490
Minot DeBlois Advisors
Massachusetts
$563 – – –
AG
1491
AmeriFlex Group
Nevada
$484 +$118 +2 +29%
FG
1492
Fairman Group
Pennsylvania
$450 – – –
AFG
1493
Albion Financial Group
Utah
$395 – – –
EFMH
1494
E Fund Management (HK)
Hong Kong
$282 – – –
PIS
1495
POM Investment Strategies
North Carolina
$282 +$296 +5 New
BHWM
1496
Beaird Harris Wealth Management
Texas
$226 – – –
DF
1497
DecisionPoint Financial
Arizona
$226 – – –
CW
1498
Curio Wealth
Maryland
$169 +$178 +3 New
AIM
1499
Arcadia Investment Management
Michigan
$113 – – –
KFG
1500
Kingdom Financial Group
Arizona
$55 – – –
58 59
60
61 62