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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1601
BKM Wealth Management
Wisconsin
– -$205K -3,433 Closed
CFP
1602
Cascade Financial Partners
California
– -$205K -3,427 Closed
HIG
1603
Heritage Investment Group
Florida
– -$205K -3,427 Closed
EAM
1604
Evanson Asset Management
California
– -$203K -3,392 Closed
CCT
1605
Capital City Trust
Florida
– -$200K -3,358 Closed
OBWP
1606
O'Brien Wealth Partners
Massachusetts
– -$172K -2,881 Closed
FLP
1607
Financial Life Planners
Arizona
– -$160K -2,675 Closed
ACM
1608
Adalta Capital Management
New York
– -$130K -2,184 Closed
RA
1609
Rise Advisors
New York
– -$106K -1,771 Closed
RGC
1610
Regents Gate Capital
United Kingdom
– -$105K -1,754 Closed
HFS
1611
Hopwood Financial Services
Virginia
– -$91.9K -1,540 Closed
PAM
1612
Palisade Asset Management
Minnesota
– -$84.3K -1,412 Closed
CWM
1613
Crowley Wealth Management
Delaware
– -$74.6K -1,250 Closed
RFS
1614
Richardson Financial Services
Massachusetts
– -$55.9K -937 Closed
GWSG
1615
GPS Wealth Strategies Group
Colorado
– -$54.5K -912 Closed
CTWM
1616
Cherry Tree Wealth Management
Minnesota
– -$53.5K -896 Closed
NC
1617
North Capital
Utah
– -$52.4K -878 Closed
VC
1618
Vestor Capital
Illinois
– -$48K -800 Closed
PFA
1619
Pathway Financial Advisers
Indiana
– -$44.2K -740 Closed
BCM
1620
Berbice Capital Management
New York
– -$35.8K -600 Closed
HWA
1621
Heartwood Wealth Advisors
Virginia
– -$34.4K -577 Closed
AT
1622
Arlington Trust
Alabama
– -$23.9K -400 Closed
JWM
1623
JPL Wealth Management
Colorado
– -$23.2K -388 Closed
GFWA
1624
Grey Fox Wealth Advisors
Delaware
– -$23K -385 Closed
TIM
1625
Tortoise Investment Management
New York
– -$22.9K -383 Closed
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