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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1551
Marshall & Sterling Wealth Advisors
New York
– -$275K -4,612 Closed
AA
1552
Alta Advisers
United Kingdom
– -$266K -4,463 Closed
CA
1553
Cambridge Advisors
Nebraska
– -$261K -4,380 Closed
SSWM
1554
Sheets Smith Wealth Management
North Carolina
– -$259K -4,343 Closed
BW
1555
BIP Wealth
Georgia
– -$257K -4,310 Closed
FTUS
1556
Flow Traders U.S.
New York
– -$257K -4,297 Closed
AG
1557
AlTi Global
New York
– -$256K -4,289 Closed
PP
1558
PDS Planning
Ohio
– -$255K -4,268 Closed
AFA
1559
AA Financial Advisors
Ohio
– -$250K -4,188 Closed
HWMO
1560
Heritage Wealth Management (Ohio)
Ohio
– -$248K -4,146 Closed
CFP
1561
Catalyst Financial Partners
Massachusetts
– -$245K -4,112 Closed
QPW
1562
Quantum Private Wealth
Florida
– -$244K -4,086 Closed
PAW
1563
Plan A Wealth
Nebraska
– -$243K -4,067 Closed
BCM
1564
Boltwood Capital Management
California
– -$242K -4,051 Closed
MPI
1565
Mairs & Power Inc
Minnesota
– -$241K -4,043 Closed
DIA
1566
Dana Investment Advisors
Wisconsin
– -$240K -4,023 Closed
CAMG
1567
CWA Asset Management Group
Florida
– -$240K -4,015 Closed
COCM
1568
Charter Oak Capital Management
New Hampshire
– -$237K -3,977 Closed
NL
1569
NWAM LLC
Washington
– -$230K -3,965 Closed
BAAM
1570
Baker Avenue Asset Management
California
– -$236K -3,951 Closed
APP
1571
Avantax Planning Partners
Iowa
– -$234K -3,914 Closed
MAWA
1572
Moss Adams Wealth Advisors
Washington
– -$231K -3,874 Closed
ATPW
1573
Ashton Thomas Private Wealth
Arizona
– -$227K -3,803 Closed
BAM
1574
Belpointe Asset Management
Nevada
– -$227K -3,803 Closed
TAM
1575
Todd Asset Management
Kentucky
– -$226K -3,785 Closed
61 62
63
64 65