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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
851
Burt Wealth Advisors
Maryland
$36K +$30.2K +1,625 New
BWM
852
Baystate Wealth Management
Massachusetts
$35K +$29K +1,563 New
WFMPM
853
Woodley Farra Manion Portfolio Management
Indiana
$35K +$29K +1,563 New
SWM
854
Sugarloaf Wealth Management
Georgia
$34K +$28.3K +1,523 New
MMG
855
Monetary Management Group
Missouri
$34K +$28.3K +1,525 New
CWP
856
CFM Wealth Partners
Texas
$34K +$29.2K +1,573 New
PB
857
Pinnacle Bancorp
Nebraska
$33K +$27.4K +1,474 New
FPFS
858
First Personal Financial Services
North Carolina
$33K +$27.5K +1,480 New
MCA
859
Mercer Capital Advisers
New Jersey
$33K +$27.5K +1,480 New
FCM
860
Firestone Capital Management
Florida
$32K +$26.9K +1,450 New
PA
861
Procyon Advisors
Connecticut
$32K +$27K +1,453 New
PFPT
862
Pinnacle Financial Partners (Tennessee)
Tennessee
$32K +$27.1K +1,456 New
LWA
863
Lenox Wealth Advisors
New York
$30K +$24.8K +1,337 New
SIA
864
SeaBridge Investment Advisors
New Jersey
$30K +$24.9K +1,338 New
SIM
865
Sonora Investment Management
Arizona
$30K +$25.1K +1,352 New
GWMIA
866
Global Wealth Management Investment Advisory
Florida
$30K +$25.3K +1,361 New
EDRH
867
Edmond de Rothschild Holding
Switzerland
$29K +$23.8K +1,280 New
MWP
868
Meridian Wealth Partners
Pennsylvania
$29K +$24K +1,289 New
PCM
869
Prelude Capital Management
New York
$29K +$24.1K +1,295 New
OC
870
Oakworth Capital
Alabama
$29K +$24.5K +1,316 New
SBL
871
Sargent Bickham Lagudis
Colorado
$29K +$24.6K +1,323 New
LWM
872
Liberty Wealth Management
California
$29K +$24.7K +1,327 New
FA
873
Fortis Advisors
Pennsylvania
$28K +$23.2K +1,250 New
SFSIG
874
San Francisco Sentry Investment Group
California
$28K +$23.3K +1,252 New
PMFA
875
Plante Moran Financial Advisors
Michigan
$28K +$23.3K +1,254 New
33 34
35
36 37