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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
926
Howe & Rusling
New York
$58K – – –
BDWM
927
Brewin Dolphin Wealth Management
Ireland
$56.2K -$3.79K -62 -6%
CAL
928
Capital Advisors Ltd
Ohio
$55K – – –
JWA
929
JFS Wealth Advisors
Pennsylvania
$54K -$2.45K -40 -4%
PP
930
PrairieView Partners
Minnesota
$54K +$61 +1 +0.1%
CYG
931
Clean Yield Group
Vermont
$53K -$20.4K -333 -28%
APW
932
Acima Private Wealth
Virginia
$52K – – –
BWA
933
Burt Wealth Advisors
Maryland
$51K – – –
MCM
934
MV Capital Management
Maryland
$50K -$6.73K -110 -12%
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$50K +$5.87K +96 +14%
KFA
936
Kelleher Financial Advisors
New York
$49K – – –
HCA
937
Horan Capital Advisors
Ohio
$49K +$48.1K +786 New
TF
938
Tompkins Financial
New York
$47K -$3.18K -52 -6%
PMFA
939
Plante Moran Financial Advisors
Michigan
$46K -$489 -8 -1%
MCA
940
Mercer Capital Advisers
New Jersey
$46K – – –
SIAP
941
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K -$17.8K -291 -29%
M
942
MOTCO
Texas
$45K -$15.2K -249 -26%
PFPT
943
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K – – –
LWM
944
Liberty Wealth Management
California
$45K +$6.12K +100 +16%
TFM
945
TFC Financial Management
Massachusetts
$45K +$44.3K +725 New
HCP
946
Hexagon Capital Partners
Arkansas
$45K +$44.6K +730 New
JGIA
947
Jackson Grant Investment Advisers
Connecticut
$44K -$9.42K -154 -18%
PCM
948
Penserra Capital Management
California
$44K +$5.14K +84 +13%
AWA
949
Arkadios Wealth Advisors
Georgia
$43.4K -$612 -10 -1%
EI
950
Ellevest Inc
New York
$43K +$7.34K +120 +21%
36 37
38
39 40