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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1501
High Note Wealth
Minnesota
$11.8K -$136 -2 -1%
BFPW
1502
BOK Financial Private Wealth
Colorado
$11.7K – – –
APW
1503
Aventura Private Wealth
Florida
$11.5K +$9.63K +142 +947%
SO
1504
Sierra Ocean
California
$11.2K +$5.09K +75 +96%
WWM
1505
Wolff Wiese Magana
California
$11.1K – – –
CWIG
1506
Chung Wu Investment Group
Texas
$11K +$10.2K +150 New
PWA
1507
Physician Wealth Advisors
Utah
$10.9K +$3.46K +51 +52%
BIM
1508
Breakwater Investment Management
Washington
$10.6K – – –
FDW
1509
Fourth Dimension Wealth
Ohio
$10.4K +$9.63K +142 New
AW
1510
Avion Wealth
Texas
$10K +$4.21K +62 +72%
EWP
1511
Elevation Wealth Partners
California
$9.87K +$68 +1 +0.7%
MSG
1512
Main Street Group
Virginia
$9.73K -$543 -8 -6%
S
1513
Sachetta
Massachusetts
$9.37K -$1.76K -26 -17%
RWA
1514
Redmont Wealth Advisors
Illinois
$9.37K +$6.11K +90 +237%
IWM
1515
IMG Wealth Management
Florida
$9.29K +$8.62K +127 New
GK
1516
Graney & King
New York
$9.1K – – –
SA
1517
Scarborough Advisors
Maryland
$8.93K +$8.28K +122 New
RTC
1518
Riverview Trust Company
Washington
$8.78K -$71.7K -1,057 -90%
SR
1519
Syntax Research
Florida
$8.64K – – –
HHGA
1520
Halbert Hargrove Global Advisors
California
$8.49K -$271 -4 -3%
MAM
1521
Meeder Asset Management
Ohio
$8.34K -$15.2K -224 -66%
GJIA
1522
Glass Jacobson Investment Advisors
Maryland
$8.19K +$68 +1 +0.9%
CFP
1523
Comprehensive Financial Planning
Pennsylvania
$8.05K – – –
HIIFS
1524
Harel Insurance Investments & Financial Services
Israel
$8K – – –
HIW
1525
Holos Integrated Wealth
Pennsylvania
$7.92K – – –
59 60
61
62 63