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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
876
Cherry Tree Wealth Management
Minnesota
$82.6K – – –
BWP
877
Baldwin Wealth Partners
Massachusetts
$80.3K -$28.2K -330 -25%
CCMI
878
Creative Capital Management Investments
California
$76.1K – – –
HDIM
879
Hanson & Doremus Investment Management
Vermont
$76K – – –
BTI
880
Blue Trust Inc
Georgia
$76K +$27.5K +321 +60%
LFG
881
Larson Financial Group
Missouri
$74.7K +$76.1K +890 +2,225%
RFG
882
RFP Financial Group
Georgia
$72.9K – – –
LSA
883
Leonteq Securities AG
Switzerland
$72.3K – – –
MCM
884
MV Capital Management
Maryland
$72K -$12.9K -151 -14%
CSWM
885
Cassady Schiller Wealth Management
Ohio
$70.9K – – –
CT
886
Clearstead Trust
Maine
$70.7K +$257 +3 +0.3%
MSFP
887
Mark Sheptoff Financial Planning
Connecticut
$66.9K – – –
BWM
888
Baystate Wealth Management
Massachusetts
$66.4K +$12.8K +150 +22%
EWM
889
Evermay Wealth Management
Virginia
$66K – – –
JEST
890
JTC Employer Solutions Trustee
Jersey
$66K – – –
CFFP
891
Center for Financial Planning
Michigan
$65.9K – – –
GWS
892
Glassman Wealth Services
Virginia
$65.1K -$1.2K -14 -2%
MIM
893
Meridiem Investment Management
United Kingdom
$64.3K – – –
RFA
894
Register Financial Advisors
Georgia
$64.2K – – –
PFBT
895
Parkside Financial Bank & Trust
Missouri
$63.6K -$20.9K -244 -24%
CFA
896
CWS Financial Advisors
Michigan
$63.4K +$67.5K +789 New
C
897
Covestor
United Kingdom
$63K -$342 -4 -0.5%
SWM
898
Spire Wealth Management
Virginia
$62.9K +$513 +6 +0.8%
DAC
899
Dividend Assets Capital
South Carolina
$62K -$12.1K -142 -15%
MTIC
900
Missouri Trust & Investment Company
Missouri
$59.8K -$16.8K -197 -21%
34 35
36
37 38