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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1626
Oppenheimer Asset Management
New York
– -$212K -2,900 Closed
CWS
1627
Confluence Wealth Services
Pennsylvania
– -$208K -2,836 Closed
MW
1628
MBL Wealth
North Carolina
– -$207K -2,830 Closed
PA
1629
PFG Advisors
Arizona
– -$206K -2,817 Closed
MCM
1630
Marathon Capital Management
Maryland
– -$205K -2,807 Closed
MCM
1631
Morton Capital Management
California
– -$204K -2,794 Closed
SLA
1632
Silver Lake Advisory
Utah
– -$204K -2,787 Closed
OWA
1633
Opal Wealth Advisors
New York
– -$202K -2,761 Closed
B
1634
Bellecapital
Switzerland
– -$201K -2,753 Closed
BMCM
1635
Bryn Mawr Capital Management
Pennsylvania
– -$201K -2,741 Closed
KIA
1636
Knollwood Investment Advisory
Maryland
– -$200K -2,739 Closed
KCM
1637
Kathmere Capital Management
Pennsylvania
– -$200K -2,733 Closed
CF
1638
Centaurus Financial
California
– -$111K -1,520 Closed
BCMLT
1639
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$92.4K -1,262 Closed
ANBT
1640
American National Bank & Trust
Texas
– -$83.4K -1,140 Closed
CWM
1641
CarsonAllaria Wealth Management
Illinois
– -$60.8K -830 Closed
CCM
1642
Carderock Capital Management
Maryland
– -$58.6K -800 Closed
NC
1643
NewSquare Capital
Pennsylvania
– -$43.7K -597 Closed
WTFG
1644
Wood Tarver Financial Group
Idaho
– -$40K -558 Closed
T
1645
Transce3nd
Texas
– -$39K -533 Closed
BFP
1646
Briaud Financial Planning
Texas
– -$37K -515 Closed
BCFD
1647
Boit C.F. David
– -$36.6K -500 Closed
OW
1648
Olistico Wealth
Oklahoma
– -$29.3K -400 Closed
RFG
1649
REAP Financial Group
Texas
– -$29K -396 Closed
TCM
1650
Traub Capital Management
Massachusetts
– -$26.6K -363 Closed
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