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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1601
Sankala Group
Colorado
$3.85K – – –
WA
1602
Whipplewood Advisors
Colorado
$3.67K -$7.12K -109 -69%
PCFFS
1603
Pacific Center for Financial Services
California
$3.67K – – –
NB
1604
NBH Bank
Colorado
$3.67K +$3.27K +50 New
HIW
1605
Holos Integrated Wealth
Pennsylvania
$3.57K -$4.44K -68 -57%
DWS
1606
Dynamic Wealth Strategies
California
$3.52K +$3.14K +48 New
VWA
1607
Valued Wealth Advisors
Utah
$3.45K – – –
OPTFSNA
1608
Old Point Trust & Financial Services N A
Virginia
$3.45K – – –
AP
1609
Aspect Partners
Virginia
$3.37K – – –
BGA
1610
Battery Global Advisors
Massachusetts
$3.23K – – –
PFG
1611
Premier Financial Group
California
$3.23K +$2.88K +44 New
HIA
1612
HFM Investment Advisors
New Jersey
$3.01K +$1.7K +26 +173%
API
1613
Asset Planning Inc
California
$3.01K – – –
FDW
1614
Fourth Dimension Wealth
Ohio
$2.79K +$2.48K +38 New
BFS
1615
Bare Financial Services
Pennsylvania
$2.42K +$719 +11 +50%
IW
1616
Imprint Wealth
South Carolina
$2.2K -$1.63K -25 -45%
RWS
1617
Retirement Wealth Solutions
Wisconsin
$2.13K +$1.05K +16 +123%
ACA
1618
Atlas Capital Advisors
Wyoming
$2.05K -$176K -2,700 -99%
BH
1619
Burk Holdings
Oklahoma
$1.98K – – –
SHIM
1620
Stone House Investment Management
Pennsylvania
$1.97K – – –
FC
1621
Fairscale Capital
New Hampshire
$1.83K – – –
AG
1622
AmeriFlex Group
Nevada
$1.83K +$1.05K +16 +178%
GPFA
1623
Game Plan Financial Advisors
Ohio
$1.76K – – –
ANBT
1624
American National Bank & Trust
Texas
$1.76K +$1.57K +24 New
MAM
1625
Marquette Asset Management
Minnesota
$1.69K +$588 +9 +64%
63 64
65
66 67