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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1501
LM Advisors
California
– -$282K -4,859 Closed
AIM
1502
Artemis Investment Management
United Kingdom
– -$275K -4,737 Closed
CWM
1503
Cedar Wealth Management
California
– -$272K -4,675 Closed
SAM
1504
Steinberg Asset Management
New York
– -$269K -4,636 Closed
OWM
1505
OneAscent Wealth Management
Alabama
– -$268K -4,611 Closed
APP
1506
Avantax Planning Partners
Iowa
– -$263K -4,523 Closed
BL
1507
Balentine LLC
Georgia
– -$252K -4,332 Closed
SRL
1508
Scientech Research LLC
New Jersey
– -$239K -4,116 Closed
IHL
1509
Investment House LLC
California
– -$237K -4,075 Closed
BMM
1510
Berkshire Money Management
Massachusetts
– -$236K -4,064 Closed
NG
1511
Norden Group
Utah
– -$235K -4,048 Closed
PP
1512
PDS Planning
Ohio
– -$230K -3,954 Closed
HC
1513
Hamilton Capital
Ohio
– -$227K -3,898 Closed
SCM
1514
Stevens Capital Management
Pennsylvania
– -$219K -3,763 Closed
RWM
1515
Revisor Wealth Management
Ohio
– -$209K -3,616 Closed
FOA
1516
Five Oceans Advisors
California
– -$206K -3,552 Closed
IWN
1517
Independent Wealth Network
Iowa
– -$204K -3,510 Closed
EFG
1518
Embree Financial Group
Illinois
– -$203K -3,495 Closed
BWM
1519
BKM Wealth Management
Wisconsin
– -$200K -3,433 Closed
FIM
1520
Fernwood Investment Management
Massachusetts
– -$169K -2,910 Closed
SOW
1521
State of Wyoming
Wyoming
– -$96.4K -1,658 Closed
PAM
1522
Palisade Asset Management
Minnesota
– -$93.6K -1,610 Closed
TC
1523
Truvestments Capital
Florida
– -$59.8K -1,028 Closed
CLOS
1524
Compagnie Lombard Odier SCmA
Switzerland
– -$56.7K -975 Closed
LF
1525
LifeSteps Financial
California
– -$40.9K -703 Closed
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