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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1551
Bogart Wealth LLC
Virginia
$3.73K +$1.56K +23 +82%
PCFFS
1552
Pacific Center for Financial Services
California
$3.66K – – –
VWA
1553
Valued Wealth Advisors
Utah
$3.44K – – –
OPTFSNA
1554
Old Point Trust & Financial Services N A
Virginia
$3.44K +$3.19K +47 New
HFS
1555
Horizon Financial Services
North Carolina
$3.37K +$1.36K +20 +77%
BGA
1556
Battery Global Advisors
Massachusetts
$3.22K – – –
SRCM
1557
Signature Resources Capital Management
California
$3.07K – – –
T
1558
Tidemark
California
$3.07K +$2.85K +42 New
API
1559
Asset Planning Inc
California
$3K -$17.2K -253 -86%
AP
1560
Aspect Partners
Virginia
$3K – – –
NWM
1561
Navigoe Wealth Management
California
$3K – – –
TIM
1562
Total Investment Management
Arizona
$2.93K +$2.71K +40 New
JFGIW
1563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.71K +$339 +5 +16%
CIAS
1564
CBIZ Investment Advisory Services
Ohio
$2.71K +$950 +14 +61%
ME
1565
McIlrath & Eck
Washington
$2.71K +$2.51K +37 New
WCM
1566
WealthTrak Capital Management
Virginia
$2.56K -$2.04K -30 -46%
PPC
1567
Park Place Capital
Alabama
$2.53K – – –
BHWM
1568
Bay Harbor Wealth Management
Maryland
$2.34K +$950 +14 +78%
PWA
1569
Principia Wealth Advisory
Texas
$2.34K +$1.43K +21 +191%
TCA
1570
Trifecta Capital Advisors
Illinois
$2.27K – – –
RS
1571
Rakuten Securities
Japan
$2.12K +$1.36K +20 +222%
MDA
1572
Minot DeBlois Advisors
Massachusetts
$1.83K – – –
GPFA
1573
Game Plan Financial Advisors
Ohio
$1.76K – – –
HWM
1574
HighMark Wealth Management
Minnesota
$1.46K – – –
LFA
1575
LGT Financial Advisors
Texas
$1.46K +$1.36K +20 New