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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$73K – – –
SC
902
Slow Capital
California
$73K +$71.7K +1,172 New
SWA
903
Sutton Wealth Advisors
Florida
$72.3K -$489 -8 -0.7%
CIA
904
CSat Investment Advisory
Michigan
$71K -$1.35K -22 -2%
BFC
905
Bedel Financial Consulting
Indiana
$71K – – –
MMG
906
Monetary Management Group
Missouri
$70K – – –
BWM
907
Baystate Wealth Management
Massachusetts
$70K +$10.2K +167 +18%
1IA
908
1834 Investment Advisors
Wisconsin
$67K -$2.02K -33 -3%
CFG
909
Capstone Financial Group
Oklahoma
$67K – – –
RE
910
RBC Europe
United Kingdom
$66.2K -$13.9K -227 -18%
TFS
911
TrustCore Financial Services
Tennessee
$66K -$4.46K -73 -6%
CA
912
Crewe Advisors
Utah
$66K +$3.06K +50 +5%
FHA
913
First Horizon Advisors
Tennessee
$65K -$55.2K -903 -46%
ACM
914
AUA Capital Management
Pennsylvania
$64K +$7.65K +125 +14%
ARMC
915
American Research & Management Company
Massachusetts
$63K -$13.6K -222 -18%
HDIM
916
Hanson & Doremus Investment Management
Vermont
$63K -$3.73K -61 -6%
PHK
917
Point72 Hong Kong
Hong Kong
$63K +$62K +1,013 New
VIM
918
Veritas Investment Management
United Kingdom
$62K -$9.18K -150 -13%
EWM
919
Elmwood Wealth Management
California
$61K – – –
TWA
920
TCI Wealth Advisors
Arizona
$61K +$489 +8 +0.8%
HS
921
Horan Securities
United States
$60K – – –
BAM
922
Bellevue Asset Management
Washington
$59K – – –
HI
923
Hudock Inc
Pennsylvania
$59K +$122 +2 +0.2%
TAIM
924
TD Ameritrade Investment Management
Nebraska
$59K +$57.6K +942 New
FWM
925
Filbrandt Wealth Management
Wisconsin
$58K -$2.08K -34 -4%
35 36
37
38 39