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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
901
Center for Financial Planning
Michigan
$69.2K -$43K -520 -39%
JEST
902
JTC Employer Solutions Trustee
Jersey
$69K – – –
SSG
903
Summit Securities Group
New York
$69K +$32.4K +392 +93%
MIM
904
Meridiem Investment Management
United Kingdom
$67.5K – – –
CFO
905
CVA Family Office
Colorado
$66K -$2.32K -28 -3%
C
906
Covestor
United Kingdom
$66K -$11.3K -136 -15%
OC
907
Oakmont Corp
California
$64.9K – – –
ANBT
908
American National Bank & Trust
Texas
$64.8K +$34.8K +420 +121%
MRCM
909
M&R Capital Management
New Jersey
$64.1K – – –
CWC
910
Carolinas Wealth Consulting
North Carolina
$62.2K – – –
BAM
911
Bellevue Asset Management
Washington
$60.4K – – –
OSNBOA
912
Old Second National Bank of Aurora
Illinois
$59.1K – – –
FCT
913
First Community Trust
Iowa
$57.6K -$827 -10 -1%
HRC
914
Hoertkorn Richard Charles
$57.6K – – –
JWA
915
JFS Wealth Advisors
Pennsylvania
$56.6K +$1.99K +24 +4%
BWM
916
Baystate Wealth Management
Massachusetts
$55K -$993 -12 -2%
RFA
917
Register Financial Advisors
Georgia
$54.9K +$16.6K +200 +44%
TWA
918
TCI Wealth Advisors
Arizona
$51.3K – – –
KFI
919
Key Financial Inc
Pennsylvania
$50.8K – – –
AF
920
Advisornet Financial
Minnesota
$50.8K +$1.08K +13 +2%
JGIA
921
Jackson Grant Investment Advisers
Connecticut
$50.7K +$165 +2 +0.3%
EDRH
922
Edmond de Rothschild Holding
Switzerland
$50.6K +$37.2K +449 +299%
BCMLT
923
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.5K -$745 -9 -1%
SWM
924
Sugarloaf Wealth Management
Georgia
$49.8K -$248 -3 -0.5%
GCM
925
Gables Capital Management
Florida
$48.5K -$49.6K -600 -51%
35 36
37
38 39