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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1551
Valued Wealth Advisors
Utah
$3.44K – – –
OPTFSNA
1552
Old Point Trust & Financial Services N A
Virginia
$3.44K +$3.19K +47 New
HFS
1553
Horizon Financial Services
North Carolina
$3.37K +$1.36K +20 +77%
BGA
1554
Battery Global Advisors
Massachusetts
$3.22K – – –
WOC
1555
West Oak Capital
California
$3.13K – – –
SRCM
1556
Signature Resources Capital Management
California
$3.07K – – –
T
1557
Tidemark
California
$3.07K +$2.85K +42 New
API
1558
Asset Planning Inc
California
$3K -$17.2K -253 -86%
AP
1559
Aspect Partners
Virginia
$3K – – –
NWM
1560
Navigoe Wealth Management
California
$3K – – –
TIM
1561
Total Investment Management
Arizona
$2.93K +$2.71K +40 New
JFGIW
1562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.71K +$339 +5 +16%
CIAS
1563
CBIZ Investment Advisory Services
Ohio
$2.71K +$950 +14 +61%
ME
1564
McIlrath & Eck
Washington
$2.71K +$2.51K +37 New
WCM
1565
WealthTrak Capital Management
Virginia
$2.56K -$2.04K -30 -46%
PPC
1566
Park Place Capital
Alabama
$2.53K – – –
BHWM
1567
Bay Harbor Wealth Management
Maryland
$2.34K +$950 +14 +78%
PWA
1568
Principia Wealth Advisory
Texas
$2.34K +$1.43K +21 +191%
TCA
1569
Trifecta Capital Advisors
Illinois
$2.27K – – –
RS
1570
Rakuten Securities
Japan
$2.12K +$1.36K +20 +222%
MDA
1571
Minot DeBlois Advisors
Massachusetts
$1.83K – – –
GPFA
1572
Game Plan Financial Advisors
Ohio
$1.76K – – –
HWM
1573
HighMark Wealth Management
Minnesota
$1.46K – – –
LFA
1574
LGT Financial Advisors
Texas
$1.46K +$1.36K +20 New
BFS
1575
Bare Financial Services
Pennsylvania
$1.39K +$543 +8 +73%
61 62
63
64 65