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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1351
West Family Investments
California
– -$219K -4,033 Closed
ECG
1352
Edge Capital Group
Georgia
– -$217K -4,009 Closed
SFG
1353
Summit Financial Group
West Virginia
– -$217K -4,004 Closed
WAP
1354
Wealthcare Advisory Partners
Pennsylvania
– -$217K -3,994 Closed
BPC
1355
Banque Pictet & Cie
Switzerland
– -$216K -3,980 Closed
BTWM
1356
Baker Tilly Wealth Management
Wisconsin
– -$215K -3,973 Closed
MFW
1357
Meristem Family Wealth
Minnesota
– -$215K -3,971 Closed
CB
1358
Cadence Bank
Mississippi
– -$215K -3,961 Closed
AWP
1359
Abacus Wealth Partners
California
– -$213K -3,931 Closed
NFC
1360
Northeast Financial Consultants
Connecticut
– -$212K -3,901 Closed
FFMBT
1361
First Farmers & Merchants Bank Trust
Tennessee
– -$211K -3,885 Closed
OFS
1362
OneAscent Financial Services
Alabama
– -$208K -3,837 Closed
SFS
1363
Stiles Financial Services
Minnesota
– -$208K -3,829 Closed
NAMP
1364
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$206K -3,807 Closed
FA
1365
Financial Advisors
Massachusetts
– -$205K -3,778 Closed
RWM
1366
Ritholtz Wealth Management
New York
– -$205K -3,772 Closed
KF
1367
Krilogy Financial
Missouri
– -$204K -3,765 Closed
BOPW
1368
Brandywine Oak Private Wealth
Pennsylvania
– -$202K -3,726 Closed
TPWM
1369
Twelve Points Wealth Management
Massachusetts
– -$202K -3,720 Closed
MWP
1370
Madison Wealth Partners
Wisconsin
– -$202K -3,716 Closed
BO
1371
BRR OpCo
Ohio
– -$200K -3,695 Closed
KCM
1372
KRS Capital Management
Michigan
– -$183K -3,387 Closed
CA
1373
CoreCap Advisors
Michigan
– -$180K -3,310 Closed
CWS
1374
Confluence Wealth Services
Pennsylvania
– -$172K -3,184 Closed
CFCI
1375
Comprehensive Financial Consultants Institutional
Indiana
– -$127K -2,812 Closed
53 54
55
56 57