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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mascoma Wealth Management
New Hampshire
$100K +$95.1K +1,455 New
BDWM
902
Brewin Dolphin Wealth Management
Ireland
$98.9K +$35.6K +545 +61%
FCA
903
FinTrust Capital Advisors
South Carolina
$94K -$11.6K -177 -11%
CFFP
904
Center for Financial Planning
Michigan
$94K – – –
IWMA
905
Ironwood Wealth Management (Arizona)
Arizona
$90K – – –
AF
906
Allworth Financial
California
$90K +$43.1K +660 +101%
OC
907
Oakworth Capital
Alabama
$88K +$44.5K +680 +110%
SC
908
Steph & Co
Wisconsin
$86K – – –
RE
909
RBC Europe
United Kingdom
$85.6K +$12.4K +190 +18%
OSAM
910
O'Shaughnessy Asset Management
Connecticut
$85K +$2.94K +45 +4%
FF
911
FourThought Financial
Florida
$84K -$3.14K -48 -4%
CPFP
912
Clear Perspectives Financial Planning
Ohio
$84K – – –
S
913
Seeyond
France
$83K – – –
SWA
914
Sutton Wealth Advisors
Florida
$80.8K +$392 +6 +0.5%
BFC
915
Bedel Financial Consulting
Indiana
$77K -$261 -4 -0.4%
PK
916
Pflug Koory
Nebraska
$76K -$13.9K -213 -16%
PSB
917
Piscataqua Savings Bank
New Hampshire
$76K +$71.8K +1,099 New
APWM
918
Atlas Private Wealth Management
New York
$75K -$29.9K -457 -29%
FPS
919
Fieldpoint Private Securities
Connecticut
$74K -$39.5K -605 -36%
1IA
920
1834 Investment Advisors
Wisconsin
$74K – – –
PCM
921
Penserra Capital Management
California
$74K +$11.3K +173 +19%
SCA
922
Stonebridge Capital Advisors
Minnesota
$74K +$70.7K +1,081 New
TFS
923
TrustCore Financial Services
Tennessee
$73K -$5.43K -83 -7%
MMG
924
Monetary Management Group
Missouri
$73K -$3.27K -50 -4%
CWC
925
Carolinas Wealth Consulting
North Carolina
$73K -$196 -3 -0.3%
35 36
37
38 39