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Carrier Global

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1601
First Foundation Advisors
California
– -$108K -1,708 Closed
RFG
1602
RFP Financial Group
Georgia
– -$107K -1,689 Closed
OWA
1603
Opal Wealth Advisors
New York
– -$92.4K -1,465 Closed
PCMC
1604
Planning Capital Management Corporation
Pennsylvania
– -$84.5K -1,340 Closed
RWMG
1605
Redwood Wealth Management Group
New Jersey
– -$63.9K -1,013 Closed
OCM
1606
Orion Capital Management
California
– -$47.3K -750 Closed
CB
1607
Chris Bulman
California
– -$41K -651 Closed
RFA
1608
Register Financial Advisors
Georgia
– -$36.7K -582 Closed
TFF
1609
The Family Firm
Maryland
– -$36.6K -580 Closed
KFS
1610
Kelly Financial Services
Massachusetts
– -$33.6K -533 Closed
EC
1611
EdgeRock Capital
Colorado
– -$32.3K -512 Closed
FRA
1612
Front Row Advisors
California
– -$22K -348 Closed
GI
1613
Gradient Investments
Minnesota
– -$19.2K -305 Closed
ZRP
1614
Zynergy Retirement Planning
New Jersey
– -$17.3K -275 Closed
MAM
1615
Magellan Asset Management
Australia
– -$15.6K -247 Closed
BHWM
1616
Beaird Harris Wealth Management
Texas
– -$13.7K -217 Closed
WIA
1617
Wetzel Investment Advisors
Indiana
– -$11.8K -203 Closed
SA
1618
Scarborough Advisors
Maryland
– -$7.7K -122 Closed
CBT
1619
Central Bank & Trust
Kentucky
– -$7.32K -116 Closed
PA
1620
Pineridge Advisors
Missouri
– -$5.99K -95 Closed
AFWM
1621
Abich Financial Wealth Management
Virginia
– -$5.55K -88 Closed
TSWM
1622
Tyler-Stone Wealth Management
Ohio
– -$5.3K -84 Closed
Optiver Holding
1623
Optiver Holding
Netherlands
– -$4.98K -79 Closed
UWS
1624
Unique Wealth Strategies
Illinois
– -$3.37K -58 Closed
SWS
1625
SYSTM Wealth Solutions
Illinois
– -$1.51K -24 Closed