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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
Steph & Co
Wisconsin
$85K – – –
CPFP
927
Clear Perspectives Financial Planning
Ohio
$83K +$79.9K +1,231 New
S
928
Seeyond
France
$82K -$454 -7 -0.6%
OSAM
929
O'Shaughnessy Asset Management
Connecticut
$81K +$26K +401 +50%
SWA
930
Sutton Wealth Advisors
Florida
$79.3K +$973 +15 +1%
RWM
931
Raffa Wealth Management
District of Columbia
$79K -$3.57K -55 -4%
ZB
932
Zions Bancorporation
Utah
$79K -$6.16K -95 -8%
PCA
933
Peddock Capital Advisors
Massachusetts
$79K +$76.2K +1,175 New
TFS
934
TrustCore Financial Services
Tennessee
$77K +$5.45K +84 +8%
BFC
935
Bedel Financial Consulting
Indiana
$76K – – –
MMG
936
Monetary Management Group
Missouri
$76K – – –
SIM
937
Sonora Investment Management
Arizona
$74K +$28.1K +433 +65%
CTFG
938
Capstone Triton Financial Group
Oklahoma
$74K +$70.7K +1,090 New
1IA
939
1834 Investment Advisors
Wisconsin
$73K – – –
RA
940
Reby Advisors
Connecticut
$73K +$69.9K +1,078 New
CWC
941
Carolinas Wealth Consulting
North Carolina
$72K +$42.5K +655 +159%
RE
942
RBC Europe
United Kingdom
$71.6K – – –
ACM
943
AUA Capital Management
Pennsylvania
$69K – – –
ARMC
944
American Research & Management Company
Massachusetts
$68K – – –
HDIM
945
Hanson & Doremus Investment Management
Vermont
$68K – – –
GC
946
Grace Capital
Massachusetts
$68K +$32.4K +500 +100%
CAAS
947
Capital Asset Advisory Services
Michigan
$68K +$64.9K +1,001 New
MIM
948
Meridiem Investment Management
United Kingdom
$67K +$64K +987 New
CBT
949
CoreFirst Bank & Trust
Kansas
$67K +$64.4K +993 New
CA
950
Crewe Advisors
Utah
$66K -$4.87K -75 -7%
36 37
38
39 40