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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1526
Mosley Wealth Management
California
$12.5K +$1.24K +19 +13%
AW
1527
Avion Wealth
Texas
$12K +$1.83K +28 +20%
BWL
1528
Bogart Wealth LLC
Virginia
$12K +$6.41K +98 +151%
EWP
1529
Elevation Wealth Partners
California
$11.9K +$65 +1 +0.6%
SA
1530
Seneschal Advisors
Washington
$11.8K – – –
HPWM
1531
High Point Wealth Management
New Jersey
$11.7K – – –
TTIC
1532
Tower Trust & Investment Company
Iowa
$11.7K – – –
WAG
1533
Wiser Advisor Group
Arizona
$11.2K +$65 +1 +0.7%
WWM
1534
Wolff Wiese Magana
California
$10.8K – – –
RG
1535
RHL Group
Michigan
$10.7K – – –
SAS
1536
Spurstone Advisory Services
Connecticut
$9.95K +$5.69K +87 +171%
CB
1537
Centennial Bank
Arkansas
$9.76K -$43.5K -666 -83%
MSG
1538
Main Street Group
Virginia
$9.76K – – –
VFM
1539
Vision Financial Markets
Connecticut
$9.59K +$65 +1 +0.8%
BWS
1540
Buck Wealth Strategies
Colorado
$9.54K +$8.5K +130 New
KA
1541
Kozak & Associates
Colorado
$9.51K – – –
BHWM
1542
Bay Harbor Wealth Management
Maryland
$9.31K +$2.42K +37 +41%
HHGA
1543
Halbert Hargrove Global Advisors
California
$8.92K +$392 +6 +5%
RTC
1544
Riverview Trust Company
Washington
$8.8K – – –
T
1545
Tidemark
California
$8.32K – – –
CFP
1546
Comprehensive Financial Planning
Pennsylvania
$8.07K – – –
OAJ
1547
Ogorek Anthony Joseph
New York
$8K – – –
PCA
1548
Providence Capital Advisors
North Carolina
$7.92K -$8.47M -129,600 -100%
CFM
1549
Compass Financial Management
Florida
$7.71K +$7.39K +113 New
DWM
1550
Dogwood Wealth Management
Kansas
$7.7K +$784 +12 +13%
60 61
62
63 64