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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1326
WealthSource Partners
California
– -$232K -4,283 Closed
PCA
1327
Peddock Capital Advisors
Massachusetts
– -$232K -4,280 Closed
TYCC
1328
Texas Yale Capital Corp
Florida
– -$232K -4,270 Closed
PMG
1329
ProVise Management Group
Florida
– -$231K -4,266 Closed
USCWA
1330
U.S. Capital Wealth Advisors
Texas
– -$230K -4,238 Closed
ET
1331
Equitable Trust
Tennessee
– -$230K -4,232 Closed
UFA
1332
US Financial Advisors
Massachusetts
– -$229K -4,228 Closed
FCBT
1333
First Citizens Bank & Trust
North Carolina
– -$229K -4,225 Closed
CIC
1334
Crawford Investment Counsel
Georgia
– -$228K -4,211 Closed
MGIA
1335
Matthew Goff Investment Advisor
Texas
– -$228K -4,211 Closed
HCM
1336
Hall Capital Management
Rhode Island
– -$228K -4,200 Closed
MSFS
1337
Main Street Financial Solutions
Pennsylvania
– -$228K -4,195 Closed
LWM
1338
Laidlaw Wealth Management
New York
– -$228K -4,194 Closed
DFCM
1339
Dark Forest Capital Management
Puerto Rico
– -$227K -4,191 Closed
RWA
1340
Ropes Wealth Advisors
Massachusetts
– -$225K -4,155 Closed
PBC
1341
Pavion Blue Capital
California
– -$225K -4,154 Closed
IWM
1342
IHT Wealth Management
Illinois
– -$225K -4,147 Closed
BIAS
1343
Beacon Investment Advisory Services
New Jersey
– -$222K -4,091 Closed
DLA
1344
Douglas Lane & Associates
New York
– -$222K -4,089 Closed
AWM
1345
Aries Wealth Management
Maine
– -$221K -4,080 Closed
MWM
1346
Madison Wealth Management
Ohio
– -$220K -4,059 Closed
RWA
1347
Redhawk Wealth Advisors
Minnesota
– -$220K -4,052 Closed
WC
1348
Whitney & Co
New York
– -$220K -4,052 Closed
HWA
1349
HCR Wealth Advisors
California
– -$219K -4,045 Closed
GDP
1350
Great Diamond Partners
Maine
– -$219K -4,039 Closed
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