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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1601
O'Brien Wealth Partners
Massachusetts
– -$172K -2,881 Closed
FLP
1602
Financial Life Planners
Arizona
– -$160K -2,675 Closed
ACM
1603
Adalta Capital Management
New York
– -$130K -2,184 Closed
RA
1604
Rise Advisors
New York
– -$106K -1,771 Closed
RGC
1605
Regents Gate Capital
United Kingdom
– -$105K -1,754 Closed
HFS
1606
Hopwood Financial Services
Virginia
– -$91.9K -1,540 Closed
PAM
1607
Palisade Asset Management
Minnesota
– -$84.3K -1,412 Closed
CWM
1608
Crowley Wealth Management
Delaware
– -$74.6K -1,250 Closed
RFS
1609
Richardson Financial Services
Massachusetts
– -$55.9K -937 Closed
GWSG
1610
GPS Wealth Strategies Group
Colorado
– -$54.5K -912 Closed
CTWM
1611
Cherry Tree Wealth Management
Minnesota
– -$53.5K -896 Closed
NC
1612
North Capital
Utah
– -$52.4K -878 Closed
VC
1613
Vestor Capital
Illinois
– -$48K -800 Closed
PFA
1614
Pathway Financial Advisers
Indiana
– -$44.2K -740 Closed
BCM
1615
Berbice Capital Management
New York
– -$35.8K -600 Closed
HWA
1616
Heartwood Wealth Advisors
Virginia
– -$34.4K -577 Closed
AT
1617
Arlington Trust
Alabama
– -$23.9K -400 Closed
JWM
1618
JPL Wealth Management
Colorado
– -$23.2K -388 Closed
GFWA
1619
Grey Fox Wealth Advisors
Delaware
– -$23K -385 Closed
TIM
1620
Tortoise Investment Management
New York
– -$22.9K -383 Closed
LCM
1621
Logan Capital Management
Pennsylvania
– -$20.9K -350 Closed
CBT
1622
CoreFirst Bank & Trust
Kansas
– -$17.9K -300 Closed
PSFG
1623
Park Square Financial Group
Georgia
– -$17.3K -289 Closed
SWP
1624
Strategic Wealth Partners
Ohio
– -$17.3K -289 Closed
TCM
1625
TruNorth Capital Management
Michigan
– -$14.6K -245 Closed
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