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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$124K – – –
ACA
902
Atlas Capital Advisors
Wyoming
$124K -$114K -1,486 -50%
CWP
903
Concord Wealth Partners
Virginia
$120K -$5.16K -67 -4%
JCM
904
Jacobi Capital Management
Pennsylvania
$120K – – –
FHC
905
First Horizon Corporation
Tennessee
$119K -$2K -26 -2%
CF
906
Centaurus Financial
California
$118K +$111K +1,441 New
PCM
907
Penserra Capital Management
California
$114K +$24.1K +313 +29%
CFFP
908
Center for Financial Planning
Michigan
$112K – – –
AF
909
Allworth Financial
California
$111K +$3.46K +45 +3%
IWMA
910
Ironwood Wealth Management (Arizona)
Arizona
$108K – – –
BFA
911
Brendel Financial Advisors
New Hampshire
$108K +$102K +1,319 New
LC
912
Lindbrook Capital
California
$106K -$38.5K -500 -28%
FCA
913
FinTrust Capital Advisors
South Carolina
$106K -$5.85K -76 -6%
OC
914
Oakworth Capital
Alabama
$104K -$1.85K -24 -2%
SC
915
Steph & Co
Wisconsin
$103K – – –
RE
916
RBC Europe
United Kingdom
$102K – – –
CPFP
917
Clear Perspectives Financial Planning
Ohio
$101K – – –
S
918
Seeyond
France
$100K +$462 +6 +0.5%
FF
919
FourThought Financial
Florida
$99K -$1.54K -20 -2%
GRP
920
Global Retirement Partners
California
$98K -$45.3K -588 -33%
FA
921
Fortis Advisors
Pennsylvania
$98K +$30.8K +400 +50%
FBT
922
First Bank & Trust
South Dakota
$97K +$10.5K +137 +13%
RWM
923
Raffa Wealth Management
District of Columbia
$96.8K -$77K -1,000 -46%
SWA
924
Sutton Wealth Advisors
Florida
$96.5K – – –
GCM
925
Gables Capital Management
Florida
$96K -$48.9K -636 -35%
35 36
37
38 39