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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1301
Wagner Wealth Management (South Carolina)
South Carolina
$6K – – –
HNWA
1302
Henrickson Nauta Wealth Advisors
Michigan
$6K +$6.91K +128 New
MP
1303
McDonald Partners
Ohio
$5.98K -$464K -8,599 -99%
ACM
1304
Absolute Capital Management
Pennsylvania
$5.98K +$5.94K +110 New
CBT
1305
Central Bank & Trust
Kentucky
$5K – – –
SFPG
1306
Stonebridge Financial Planning Group
Florida
$5K – – –
TSWM
1307
Tyler-Stone Wealth Management
Ohio
$5K +$4.53K +84 New
GFPC
1308
Global Financial Private Client
Florida
$4.01K – – –
CCM
1309
Cribstone Capital Management
Maine
$4K – – –
AWM
1310
Atticus Wealth Management
Florida
$4K +$3.78K +70 New
BBHC
1311
Brown Brothers Harriman & Co
New York
$3.64K -$184K -3,410 -5%
TCM
1312
Tradewinds Capital Management
Washington
$3K -$1.83K -34 -40%
PCFFS
1313
Pacific Center for Financial Services
California
$3K – – –
SC
1314
Schubert & Co
Texas
$3K +$3.29K +61 New
PP
1315
PFS Partners
New Jersey
$2.73K +$2.7K +50 New
WPA
1316
West Paces Advisors
Georgia
$2.17K – – –
BWL
1317
Bogart Wealth LLC
Virginia
$2K – – –
OAJ
1318
Ogorek Anthony Joseph
New York
$2K – – –
TCM
1319
TD Capital Management
Tennessee
$2K – – –
WIA
1320
Wealthstreet Investment Advisors
Texas
$2K – – –
WAS
1321
Winch Advisory Services
Wisconsin
$2K – – –
CAC
1322
Core Alternative Capital
Georgia
$2K +$1.67K +31 New
SFG
1323
Steward Financial Group
Texas
$2K +$2.59K +48 New
SSC
1324
Syverson Strege & Co
Iowa
$1K -$6.53K -121 -88%
ANBT
1325
American National Bank & Trust
Texas
$1K – – –
51 52
53
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