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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Meridian Wealth Management
Kentucky
$277K -$9.73K -97 -3%
QCM
777
Qsemble Capital Management
New York
$276K +$299K +2,984 New
DA
778
Dover Advisors
Virginia
$276K -$16.7K -167 -5%
AWM
779
AE Wealth Management
Kansas
$276K +$101K +1,004 +51%
MP
780
McDonald Partners
Ohio
$276K -$17.4K -174 -6%
KFS
781
Keynote Financial Services
Connecticut
$276K -$7.52K -75 -2%
FFS
782
Founders Financial Securities
Maryland
$275K +$23.2K +231 +8%
MWM
783
Mission Wealth Management
California
$274K -$22.6K -225 -7%
TCM
784
Telos Capital Management
California
$271K -$9.03K -90 -3%
LCM
785
LCM Capital Management
Illinois
$271K – – –
NECFA
786
New England Capital Financial Advisors
Connecticut
$271K -$3.01K -30 -1%
CW
787
CreativeOne Wealth
Kansas
$270K +$70.9K +707 +32%
SWMP
788
Signature Wealth Management Partners
New Jersey
$269K – – –
RBI
789
Raiffeisen Bank International
Austria
$269K +$292K +2,910 New
MMPW
790
Mitchell McLeod Pugh & Williams
Alabama
$269K -$20.8K -207 -7%
CAG
791
Cypress Advisory Group
Arizona
$269K +$291K +2,900 New
FCG
792
Fielder Capital Group
Tennessee
$268K +$3.91K +39 +1%
EFSCE
793
Enterprise Financial Services Corp (EFSC)
Missouri
$268K – – –
FFM
794
Forum Financial Management
Illinois
$268K +$31.2K +311 +12%
SAM
795
S.A. Mason
Michigan
$268K -$9.93K -99 -3%
TW
796
TritonPoint Wealth
Maryland
$268K -$501 -5 -0.2%
VT
797
Vise Technologies
New York
$267K +$289K +2,884 New
CF
798
Centaurus Financial
California
$267K -$4.21K -42 -1%
EWA
799
EverSource Wealth Advisors
Alabama
$267K +$4.71K +47 +2%
DJSG
800
D.J. St. Germain
Massachusetts
$266K – – –
30 31
32
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