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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
901
Mark Sheptoff Financial Planning
Connecticut
$145K – – –
AF
902
Allworth Financial
California
$145K +$35.1K +399 +29%
EDRH
903
Edmond de Rothschild Holding
Switzerland
$142K +$117K +1,325 +331%
CG
904
Cutler Group
California
$140K +$150K +1,708 New
BWA
905
BDO Wealth Advisors
Florida
$139K -$17.8K -202 -11%
FCB
906
First Command Bank
Texas
$136K – – –
FCFS
907
First Command Financial Services
Texas
$136K – – –
EBA
908
Eagle Bay Advisors
New York
$136K +$67.3K +765 +88%
FMTCOCP
909
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$134K – – –
SIM
910
Sonora Investment Management
Arizona
$130K – – –
GWS
911
Glassman Wealth Services
Virginia
$130K +$109K +1,240 +366%
PCM
912
Penserra Capital Management
California
$128K +$13.6K +155 +11%
NSIM
913
North Star Investment Management
Illinois
$127K – – –
CF
914
Centaurus Financial
California
$127K +$8.79K +100 +7%
PFBT
915
Parkside Financial Bank & Trust
Missouri
$126K +$440 +5 +0.3%
SOW
916
State of Wyoming
Wyoming
$122K -$44.2K -503 -25%
JCM
917
Jacobi Capital Management
Pennsylvania
$121K – – –
MWM
918
Mascoma Wealth Management
New Hampshire
$120K +$128K +1,455 New
ACA
919
Atlas Capital Advisors
Wyoming
$112K -$13.2K -150 -10%
AWM
920
AllSquare Wealth Management
New York
$111K -$15K -171 -11%
IA
921
IFP Advisors
Florida
$108K -$1.19M -13,510 -91%
IWMA
922
Ironwood Wealth Management (Arizona)
Arizona
$108K – – –
BAM
923
Belpointe Asset Management
Nevada
$106K -$55.4K -630 -33%
LC
924
Lindbrook Capital
California
$106K – – –
HDIM
925
Hanson & Doremus Investment Management
Vermont
$105K +$23K +262 +26%
35 36
37
38 39