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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
926
Seeyond
France
$69K +$62.6K +1,209 New
AWM
927
AllSquare Wealth Management
New York
$67K +$60.9K +1,175 New
CYG
928
Clean Yield Group
Vermont
$67K +$61.3K +1,183 New
SWA
929
Sutton Wealth Advisors
Florida
$66.4K +$60.5K +1,167 New
CIA
930
CSat Investment Advisory
Michigan
$66K +$60.3K +1,164 New
RWM
931
Raffa Wealth Management
District of Columbia
$65.4K +$59.6K +1,150 New
VIM
932
Veritas Investment Management
United Kingdom
$65K +$58.9K +1,137 New
MMG
933
Monetary Management Group
Missouri
$64K +$58.1K +1,121 New
BFC
934
Bedel Financial Consulting
Indiana
$64K +$58.6K +1,131 New
TFS
935
TrustCore Financial Services
Tennessee
$64K +$58.8K +1,134 New
1IA
936
1834 Investment Advisors
Wisconsin
$63K +$57.4K +1,108 New
EWM
937
Elmwood Wealth Management
California
$61K +$55.7K +1,075 New
HDIM
938
Hanson & Doremus Investment Management
Vermont
$61K +$55.7K +1,075 New
CFG
939
Capstone Financial Group
Oklahoma
$60K +$54.6K +1,053 New
TSW
940
Thompson Siegel & Walmsley
Virginia
$57K +$51.6K +995 New
RDWM
941
Red Door Wealth Management
Tennessee
$57K +$52K +1,004 New
CA
942
Crewe Advisors
Utah
$57K +$52.2K +1,008 New
SIAP
943
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$57K +$52.6K +1,016 New
FWM
944
Filbrandt Wealth Management
Wisconsin
$55K +$49.9K +964 New
TWA
945
TCI Wealth Advisors
Arizona
$55K +$49.9K +964 New
HS
946
Horan Securities
United States
$55K +$50K +966 New
M
947
MOTCO
Texas
$55K +$50.2K +969 New
BDWM
948
Brewin Dolphin Wealth Management
Ireland
$54.7K +$49.8K +962 New
BAM
949
Bellevue Asset Management
Washington
$54K +$49K +945 New
BWM
950
Baystate Wealth Management
Massachusetts
$54K +$49.2K +950 New
36 37
38
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