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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1576
Avantax Planning Partners
Iowa
– -$234K -3,914 Closed
MAWA
1577
Moss Adams Wealth Advisors
Washington
– -$231K -3,874 Closed
ATPW
1578
Ashton Thomas Private Wealth
Arizona
– -$227K -3,803 Closed
BAM
1579
Belpointe Asset Management
Nevada
– -$227K -3,803 Closed
TAM
1580
Todd Asset Management
Kentucky
– -$226K -3,785 Closed
FFA
1581
First Foundation Advisors
California
– -$226K -3,781 Closed
AWM
1582
Aries Wealth Management
Maine
– -$224K -3,760 Closed
BST
1583
Bath Savings Trust
Maine
– -$224K -3,750 Closed
RZH
1584
Relyea Zuckerberg Hanson
Connecticut
– -$223K -3,737 Closed
PWA
1585
Prairie Wealth Advisors
Nebraska
– -$222K -3,726 Closed
OPCM
1586
Osborne Partners Capital Management
California
– -$222K -3,714 Closed
KCM
1587
Kornitzer Capital Management
Kansas
– -$221K -3,694 Closed
LBC
1588
Leigh Baldwin & Co
New York
– -$220K -3,682 Closed
BOPW
1589
Brandywine Oak Private Wealth
Pennsylvania
– -$219K -3,674 Closed
OFS
1590
OneAscent Financial Services
Alabama
– -$219K -3,666 Closed
MIC
1591
Meridian Investment Counsel
California
– -$217K -3,634 Closed
NAMP
1592
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$217K -3,632 Closed
WAM
1593
Weiss Asset Management
Massachusetts
– -$216K -3,624 Closed
WFI
1594
West Family Investments
California
– -$215K -3,608 Closed
RYIA
1595
Roehl & Yi Investment Advisors
Oregon
– -$215K -3,605 Closed
WC
1596
Whitney & Co
New York
– -$215K -3,600 Closed
OCPWS
1597
One Charles Private Wealth Services
Massachusetts
– -$214K -3,592 Closed
MFA
1598
Mayflower Financial Advisors
Massachusetts
– -$211K -3,540 Closed
SA
1599
Strategic Advisors
New York
– -$210K -3,512 Closed
SWMP
1600
Signature Wealth Management Partners
New Jersey
– -$206K -3,450 Closed
62 63
64
65 66