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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1601
Formidable Asset Management
Ohio
– -$207K -3,466 Closed
IP
1602
Ignite Planners
California
– -$203K -3,414 Closed
AWM
1603
Ariadne Wealth Management
California
– -$214K -3,295 Closed
EW
1604
Elyxium Wealth
California
– -$139K -2,633 Closed
OC
1605
Optima Capital
Oregon
– -$126K -2,393 Closed
SIM
1606
Sentry Investment Management
Wisconsin
– -$103K -1,943 Closed
CP
1607
Camelot Portfolios
Ohio
– -$100K -1,900 Closed
SAG
1608
SageView Advisory Group
California
– -$91.7K -1,734 Closed
QL
1609
Quarry LP
New York
– -$86.1K -1,630 Closed
PP
1610
Pacifica Partners
Canada
– -$82K -1,533 Closed
GAMC
1611
Garner Asset Management Corp
Texas
– -$49.9K -944 Closed
MW
1612
Merited Wealth
Florida
– -$48.3K -915 Closed
CIA
1613
Cape Investment Advisory
Georgia
– -$44.1K -834 Closed
KBFS
1614
Kohmann Bosshard Financial Services
Ohio
– -$43.6K -825 Closed
GAFA
1615
Garton & Associates Financial Advisors
Kentucky
– -$32.8K -620 Closed
BOTPPF
1616
Board of the Pension Protection Fund
United Kingdom
– -$31.7K -600 Closed
UBP
1617
Union Bancaire Privee
Switzerland
– -$27.2K -510 Closed
IFS
1618
Intelligent Financial Strategies
Minnesota
– -$22.4K -423 Closed
CWP
1619
Concord Wealth Partners
Virginia
– -$21.1K -400 Closed
AI
1620
AdvisorShares Investments
Maryland
– -$17.7K -335 Closed
EWA
1621
EQ Wealth Advisors
Texas
– -$14.4K -272 Closed
SC
1622
Swan Capital
Florida
– -$14.2K -268 Closed
FC
1623
Family CFO
California
– -$9.83K -186 Closed
GWM
1624
Greenline Wealth Management
Florida
– -$9.6K -182 Closed
HHMI
1625
Howard Hughes Medical Institute
Maryland
– -$9.04K -171 Closed
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