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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1601
Money Concepts Capital
Florida
– -$226K -3,093 Closed
BHBT
1602
Burke & Herbert Bank & Trust
Virginia
– -$225K -3,078 Closed
HFAS
1603
Hummer Financial Advisory Services
Illinois
– -$225K -3,076 Closed
WWA
1604
Wingate Wealth Advisors
Massachusetts
– -$225K -3,071 Closed
AWM
1605
Arista Wealth Management
Nevada
– -$225K -3,068 Closed
EWA
1606
Elevate Wealth Advisory
Georgia
– -$223K -3,042 Closed
WF
1607
WoodTrust Financial
Wisconsin
– -$222K -3,040 Closed
SCM
1608
SOL Capital Management
Maryland
– -$221K -3,015 Closed
PA
1609
Promethium Advisors
Maryland
– -$220K -3,000 Closed
SRC
1610
Stone Run Capital
New York
– -$220K -3,000 Closed
CS
1611
Cannell & Spears
New York
– -$219K -2,986 Closed
MM
1612
MQS Management
New York
– -$218K -2,977 Closed
IA
1613
IFG Advisory
Georgia
– -$217K -2,971 Closed
AFM
1614
Armstrong Fleming & Moore
District of Columbia
– -$216K -2,950 Closed
ACM
1615
Aurdan Capital Management
Pennsylvania
– -$215K -2,943 Closed
ECAM
1616
East Coast Asset Management
Massachusetts
– -$215K -2,940 Closed
KA
1617
Kovack Advisors
Florida
– -$215K -2,935 Closed
BBI
1618
Baxter Bros Inc
Connecticut
– -$213K -2,913 Closed
CIG
1619
Cullen Investment Group
Louisiana
– -$212K -2,903 Closed
FA
1620
Fiduciary Alliance
South Carolina
– -$212K -2,902 Closed
AIM
1621
Alhambra Investment Management
Florida
– -$212K -2,900 Closed
CAS
1622
CTC Alternative Strategies
Illinois
– -$212K -2,900 Closed
OAM
1623
Oppenheimer Asset Management
New York
– -$212K -2,900 Closed
CWS
1624
Confluence Wealth Services
Pennsylvania
– -$208K -2,836 Closed
OFS
1625
OneAscent Financial Services
Alabama
– -$210K -2,835 Closed
63 64
65
66 67