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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
901
Parkside Financial Bank & Trust
Missouri
$92.2K -$8.17K -97 -9%
CTWM
902
Cherry Tree Wealth Management
Minnesota
$91.6K +$86.7K +1,029 New
PAG
903
Paladin Advisory Group
Iowa
$87.2K +$168 +2 +0.2%
EBA
904
Eagle Bay Advisors
New York
$86.1K -$2.78K -33 -3%
TFP
905
Tilia Fiduciary Partners
North Carolina
$85.6K -$337 -4 -0.4%
GRP
906
Global Retirement Partners
California
$84.7K -$337 -4 -0.4%
CCMI
907
Creative Capital Management Investments
California
$84.3K +$44.2K +525 +124%
HDIM
908
Hanson & Doremus Investment Management
Vermont
$84K – – –
MTIC
909
Missouri Trust & Investment Company
Missouri
$83.8K +$37K +439 +87%
FCA
910
FinTrust Capital Advisors
South Carolina
$83.7K – – –
DAC
911
Dividend Assets Capital
South Carolina
$82K -$347K -4,113 -82%
RFG
912
RFP Financial Group
Georgia
$80.8K +$67.4K +800 +741%
LSA
913
Leonteq Securities AG
Switzerland
$80.1K -$80.8K -959 -52%
CSWM
914
Cassady Schiller Wealth Management
Ohio
$78.5K +$2.78K +33 +4%
CT
915
Clearstead Trust
Maine
$78.2K -$8.34K -99 -10%
FBC
916
Fairfield, Bush & Co
Connecticut
$76.8K +$72.7K +863 New
APW
917
Acima Private Wealth
Virginia
$74.2K – – –
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$74.1K -$18.4K -218 -21%
JEST
919
JTC Employer Solutions Trustee
Jersey
$74K – – –
GWS
920
Glassman Wealth Services
Virginia
$73.4K -$5.05K -60 -7%
EWM
921
Evermay Wealth Management
Virginia
$73.2K -$84 -1 -0.1%
CFFP
922
Center for Financial Planning
Michigan
$73K – – –
CFO
923
CVA Family Office
Colorado
$71.4K +$1.69K +20 +3%
MIM
924
Meridiem Investment Management
United Kingdom
$71.2K – – –
RFA
925
Register Financial Advisors
Georgia
$71.2K +$12.6K +150 +23%
35 36
37
38 39