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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
876
BDO Wealth Advisors
Florida
$138K -$126K -1,929 -49%
VRM
877
Vectors Research Management
New York
$135K -$65 -1 -0.1%
PFBT
878
Parkside Financial Bank & Trust
Missouri
$134K +$65 +1 +0.1%
BAM
879
Belpointe Asset Management
Nevada
$131K -$143K -2,184 -53%
MAM
880
Meeder Asset Management
Ohio
$126K -$8.56K -131 -7%
GCM
881
Gables Capital Management
Florida
$124K – – –
BCA
882
Bray Capital Advisors
Florida
$123K -$81K -1,239 -41%
LC
883
Lindbrook Capital
California
$123K +$523 +8 +0.4%
GRP
884
Global Retirement Partners
California
$122K +$3.27K +50 +3%
SWM
885
Spire Wealth Management
Virginia
$120K +$115K +1,760 New
FFC
886
First Financial Corp
Indiana
$117K -$2.29K -35 -2%
FCB
887
First Command Bank
Texas
$115K -$3.46K -53 -3%
FCFS
888
First Command Financial Services
Texas
$115K -$3.46K -53 -3%
FMTCOCP
889
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$112K – – –
MSFP
890
Mark Sheptoff Financial Planning
Connecticut
$111K – – –
SIM
891
Sonora Investment Management
Arizona
$108K +$31.4K +480 +44%
CWP
892
Concord Wealth Partners
Virginia
$105K +$72.1K +1,103 +258%
AWM
893
AllSquare Wealth Management
New York
$104K – – –
NSIM
894
North Star Investment Management
Illinois
$104K – – –
FHC
895
First Horizon Corporation
Tennessee
$101K -$261 -4 -0.3%
JCM
896
Jacobi Capital Management
Pennsylvania
$100K -$6.54K -100 -6%
MWM
897
Mascoma Wealth Management
New Hampshire
$100K +$95.1K +1,455 New
BDWM
898
Brewin Dolphin Wealth Management
Ireland
$98.9K +$35.6K +545 +61%
FCA
899
FinTrust Capital Advisors
South Carolina
$94K -$11.6K -177 -11%
CFFP
900
Center for Financial Planning
Michigan
$94K – – –
34 35
36
37 38