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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1551
Premier Path Wealth Partners
New Jersey
– -$291K -4,875 Closed
DFCM
1552
Dark Forest Capital Management
Puerto Rico
– -$287K -4,805 Closed
NDSI
1553
Newman Dignan & Sheerar Inc
Rhode Island
– -$279K -4,680 Closed
PWP
1554
Phillips Wealth Planners
Mississippi
– -$277K -4,633 Closed
PAMG
1555
Patton Albertson Miller Group
Tennessee
– -$276K -4,620 Closed
MSWA
1556
Marshall & Sterling Wealth Advisors
New York
– -$275K -4,612 Closed
AA
1557
Alta Advisers
United Kingdom
– -$266K -4,463 Closed
CA
1558
Cambridge Advisors
Nebraska
– -$261K -4,380 Closed
SSWM
1559
Sheets Smith Wealth Management
North Carolina
– -$259K -4,343 Closed
BW
1560
BIP Wealth
Georgia
– -$257K -4,310 Closed
FTUS
1561
Flow Traders U.S.
New York
– -$257K -4,297 Closed
AG
1562
AlTi Global
New York
– -$256K -4,289 Closed
PP
1563
PDS Planning
Ohio
– -$255K -4,268 Closed
AFA
1564
AA Financial Advisors
Ohio
– -$250K -4,188 Closed
HWMO
1565
Heritage Wealth Management (Ohio)
Ohio
– -$248K -4,146 Closed
CFP
1566
Catalyst Financial Partners
Massachusetts
– -$245K -4,112 Closed
QPW
1567
Quantum Private Wealth
Florida
– -$244K -4,086 Closed
PAW
1568
Plan A Wealth
Nebraska
– -$243K -4,067 Closed
BCM
1569
Boltwood Capital Management
California
– -$242K -4,051 Closed
MPI
1570
Mairs & Power Inc
Minnesota
– -$241K -4,043 Closed
DIA
1571
Dana Investment Advisors
Wisconsin
– -$240K -4,023 Closed
CAMG
1572
CWA Asset Management Group
Florida
– -$240K -4,015 Closed
COCM
1573
Charter Oak Capital Management
New Hampshire
– -$237K -3,977 Closed
NL
1574
NWAM LLC
Washington
– -$230K -3,965 Closed
BAAM
1575
Baker Avenue Asset Management
California
– -$236K -3,951 Closed
61 62
63
64 65