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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Cranbrook Wealth Management
Michigan
$5.12K – – –
AW
1502
Avion Wealth
Texas
$5K -$528 -7 -8%
BAM
1503
Byrne Asset Management
New Jersey
$4.57K – – –
AWM
1504
Atticus Wealth Management
Florida
$4.51K – – –
HWP
1505
Highline Wealth Partners
California
$4.3K +$2.04K +27 +75%
SO
1506
Sierra Ocean
California
$4.25K +$4.68K +62 New
IHWM
1507
Iron Horse Wealth Management
Iowa
$4.1K +$1.51K +20 +50%
DFA
1508
DHJJ Financial Advisors
Illinois
$4.03K – – –
FFL
1509
Financial Freedom LLC
Ohio
$3.83K – – –
PS
1510
Pinney & Scofield
Massachusetts
$3.72K +$4.07K +54 New
RPA
1511
Redwood Park Advisors
California
$3.62K +$4K +53 New
PP
1512
PFS Partners
New Jersey
$3.58K – – –
DRP
1513
Decker Retirement Planning
Utah
$3.48K +$3.85K +51 New
PCFFS
1514
Pacific Center for Financial Services
California
$3.41K – – –
BL
1515
BFSG LLC
California
$3.41K +$3.77K +50 New
VWA
1516
Valued Wealth Advisors
Utah
$3.29K -$905 -12 -20%
RFS
1517
Richardson Financial Services
Massachusetts
$3.14K -$3.47K -46 -50%
BGA
1518
Battery Global Advisors
Massachusetts
$3.01K – – –
OAJ
1519
Ogorek Anthony Joseph
New York
$3K – – –
FCG
1520
Financial Connections Group
California
$3K +$3.77K +50 New
NWM
1521
Navigoe Wealth Management
California
$3K +$3.77K +50 New
OA
1522
Operose Advisors
Wisconsin
$2.87K -$5.13K -68 -62%
SRCM
1523
Signature Resources Capital Management
California
$2.87K – – –
AP
1524
Aspect Partners
Virginia
$2.8K – – –
TCM
1525
TD Capital Management
Tennessee
$2.73K – – –
59 60
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62 63