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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
901
Lindbrook Capital
California
$121K – – –
APP
902
Alpha Paradigm Partners
Illinois
$118K +$113K +1,747 New
FCB
903
First Command Bank
Texas
$117K -$27.2K -419 -20%
FCFS
904
First Command Financial Services
Texas
$117K -$27.2K -419 -20%
FFC
905
First Financial Corp
Indiana
$117K -$11.2K -173 -9%
GRP
906
Global Retirement Partners
California
$117K -$8.11K -125 -7%
FPS
907
Fieldpoint Private Securities
Connecticut
$114K +$110K +1,692 New
EDRH
908
Edmond de Rothschild Holding
Switzerland
$112K – – –
MRCM
909
M&R Capital Management
New Jersey
$111K – – –
FMTCOCP
910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$110K – – –
CMBA
911
C.M. Bidwell & Associates
Hawaii
$109K -$25K -385 -19%
MSFP
912
Mark Sheptoff Financial Planning
Connecticut
$109K -$3.24K -50 -3%
JCM
913
Jacobi Capital Management
Pennsylvania
$106K -$4.87K -75 -5%
APWM
914
Atlas Private Wealth Management
New York
$105K -$7.33K -113 -7%
FCA
915
FinTrust Capital Advisors
South Carolina
$104K -$6.49K -100 -6%
APA
916
American Portfolios Advisors
New York
$104K -$294K -4,532 -75%
AWM
917
AllSquare Wealth Management
New York
$103K +$22.4K +346 +29%
NSIM
918
North Star Investment Management
Illinois
$102K -$8.11K -125 -8%
EW
919
Evoke Wealth
California
$101K – – –
FHC
920
First Horizon Corporation
Tennessee
$100K +$12.2K +188 +14%
GWM
921
Greenhouse Wealth Management
Connecticut
$96K +$92.1K +1,420 New
CFFP
922
Center for Financial Planning
Michigan
$93K – – –
PK
923
Pflug Koory
Nebraska
$89K -$4.09K -63 -5%
IWMA
924
Ironwood Wealth Management (Arizona)
Arizona
$89K +$85.3K +1,315 New
FF
925
FourThought Financial
Florida
$86K +$83.2K +1,282 New
35 36
37
38 39