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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
901
Global Retirement Partners
California
$103K +$93.6K +1,806 New
GCM
902
Gables Capital Management
Florida
$103K +$93.8K +1,811 New
BFEC
903
Benjamin F. Edwards & Company
Missouri
$102K +$92.5K +1,785 New
LC
904
Lindbrook Capital
California
$102K +$92.6K +1,787 New
FMLI
905
Fukoku Mutual Life Insurance
Japan
$102K +$93.3K +1,800 New
OPS
906
Orion Portfolio Solutions
Nebraska
$99K +$90.6K +1,748 New
PFBT
907
Parkside Financial Bank & Trust
Missouri
$98K +$88.5K +1,708 New
RTC
908
Riverview Trust Company
Washington
$97K +$88.5K +1,708 New
NSIM
909
North Star Investment Management
Illinois
$97K +$88.7K +1,711 New
MRCM
910
M&R Capital Management
New Jersey
$97K +$89K +1,718 New
EDRH
911
Edmond de Rothschild Holding
Switzerland
$96K +$86.5K +1,670 New
JCM
912
Jacobi Capital Management
Pennsylvania
$96K +$87K +1,680 New
EW
913
Evoke Wealth
California
$94K +$82.9K +1,600 New
FCA
914
FinTrust Capital Advisors
South Carolina
$93K +$84.4K +1,629 New
APWM
915
Atlas Private Wealth Management
New York
$93K +$84.8K +1,637 New
LTI
916
Laffer Tengler Investments
Tennessee
$92.1K +$83.9K +1,620 New
ZB
917
Zions Bancorporation
Utah
$89K +$81.4K +1,572 New
WR
918
Watson Rebecca
$86K +$78K +1,505 New
MAM
919
Meeder Asset Management
Ohio
$85K +$77.3K +1,491 New
CFFP
920
Center for Financial Planning
Michigan
$78K +$71.2K +1,375 New
WCG
921
Weaver Consulting Group
California
$76K +$69.2K +1,336 New
RE
922
RBC Europe
United Kingdom
$73.2K +$66.7K +1,287 New
SC
923
Steph & Co
Wisconsin
$72K +$65.3K +1,261 New
ARMC
924
American Research & Management Company
Massachusetts
$70K +$63.6K +1,228 New
SCA
925
Stonebridge Capital Advisors
Minnesota
$70K +$64K +1,235 New
35 36
37
38 39