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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
876
Global Retirement Partners
California
$116K +$3.06K +50 +3%
SBSB
877
Sullivan, Bruyette, Speros & Blaney
Virginia
$114K -$12.1K -198 -10%
GCM
878
Gables Capital Management
Florida
$113K – – –
LC
879
Lindbrook Capital
California
$111K -$122 -2 -0.1%
ONST
880
Old North State Trust
North Carolina
$106K +$103K +1,691 New
IMRF
881
Illinois Municipal Retirement Fund
Illinois
$105K +$103K +1,679 New
MSFP
882
Mark Sheptoff Financial Planning
Connecticut
$104K -$58.8K -962 -37%
EDRH
883
Edmond de Rothschild Holding
Switzerland
$104K – – –
APWM
884
Atlas Private Wealth Management
New York
$104K +$1.65K +27 +2%
MRCM
885
M&R Capital Management
New Jersey
$103K -$3.79K -62 -4%
FCA
886
FinTrust Capital Advisors
South Carolina
$103K +$917 +15 +0.9%
FMTCOCP
887
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K -$10.7K -175 -10%
NSIM
888
North Star Investment Management
Illinois
$102K -$4.4K -72 -4%
JCM
889
Jacobi Capital Management
Pennsylvania
$102K -$2.38K -39 -2%
PFBT
890
Parkside Financial Bank & Trust
Missouri
$99K -$7.77K -127 -7%
EW
891
Evoke Wealth
California
$93K -$6.67K -109 -7%
BFEC
892
Benjamin F. Edwards & Company
Missouri
$91K -$19.8K -324 -18%
RIM
893
Rampart Investment Management
Connecticut
$89K -$504K -8,243 -85%
PK
894
Pflug Koory
Nebraska
$86K -$34.6K -566 -29%
CFFP
895
Center for Financial Planning
Michigan
$86K – – –
WCG
896
Weaver Consulting Group
California
$83K – – –
FHC
897
First Horizon Corporation
Tennessee
$81K +$79.7K +1,303 New
DSC
898
Duncker Streett & Co
Missouri
$79K -$44.6K -729 -37%
ZB
899
Zions Bancorporation
Utah
$79K -$18.8K -307 -20%
SC
900
Steph & Co
Wisconsin
$79K – – –
34 35
36
37 38