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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
901
Sonora Investment Management
Arizona
$129K +$231 +3 +0.2%
NSIM
902
North Star Investment Management
Illinois
$126K +$2.31K +30 +2%
PFBT
903
Parkside Financial Bank & Trust
Missouri
$124K -$32.6K -423 -22%
AWM
904
AllSquare Wealth Management
New York
$124K – – –
ACA
905
Atlas Capital Advisors
Wyoming
$124K -$114K -1,486 -50%
CWP
906
Concord Wealth Partners
Virginia
$120K -$5.16K -67 -4%
JCM
907
Jacobi Capital Management
Pennsylvania
$120K – – –
FHC
908
First Horizon Corporation
Tennessee
$119K -$2K -26 -2%
CF
909
Centaurus Financial
California
$118K +$111K +1,441 New
PCM
910
Penserra Capital Management
California
$114K +$24.1K +313 +29%
CFFP
911
Center for Financial Planning
Michigan
$112K – – –
AF
912
Allworth Financial
California
$111K +$3.46K +45 +3%
IWMA
913
Ironwood Wealth Management (Arizona)
Arizona
$108K – – –
BFA
914
Brendel Financial Advisors
New Hampshire
$108K +$102K +1,319 New
LC
915
Lindbrook Capital
California
$106K -$38.5K -500 -28%
FCA
916
FinTrust Capital Advisors
South Carolina
$106K -$5.85K -76 -6%
OC
917
Oakworth Capital
Alabama
$104K -$1.85K -24 -2%
SC
918
Steph & Co
Wisconsin
$103K – – –
RE
919
RBC Europe
United Kingdom
$102K – – –
CPFP
920
Clear Perspectives Financial Planning
Ohio
$101K – – –
S
921
Seeyond
France
$100K +$462 +6 +0.5%
FF
922
FourThought Financial
Florida
$99K -$1.54K -20 -2%
GRP
923
Global Retirement Partners
California
$98K -$45.3K -588 -33%
FA
924
Fortis Advisors
Pennsylvania
$98K +$30.8K +400 +50%
FBT
925
First Bank & Trust
South Dakota
$97K +$10.5K +137 +13%
35 36
37
38 39