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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
Steph & Co
Wisconsin
$104K – – –
BCA
927
Berman Capital Advisors
Georgia
$104K +$37.2K +423 +50%
FBT
928
First Bank & Trust
South Dakota
$103K +$5.45K +62 +5%
CPFP
929
Clear Perspectives Financial Planning
Ohio
$101K – – –
S
930
Seeyond
France
$100K -$1.14K -13 -1%
FA
931
Fortis Advisors
Pennsylvania
$99K – – –
RWM
932
Raffa Wealth Management
District of Columbia
$97.4K – – –
SWA
933
Sutton Wealth Advisors
Florida
$97.3K +$264 +3 +0.3%
GCM
934
Gables Capital Management
Florida
$97K – – –
MMG
935
Monetary Management Group
Missouri
$97K +$9.94K +113 +11%
GRP
936
Global Retirement Partners
California
$96K -$2.37K -27 -2%
FCA
937
FinTrust Capital Advisors
South Carolina
$95K -$11.9K -135 -10%
IUHSA
938
Itau Unibanco Holding S.A.
Brazil
$94K +$101K +1,146 New
BFC
939
Bedel Financial Consulting
Indiana
$93K – – –
OC
940
Oakworth Capital
Alabama
$89K -$16.4K -186 -15%
FF
941
FourThought Financial
Florida
$89K -$11.3K -129 -11%
PSB
942
Piscataqua Savings Bank
New Hampshire
$89K – – –
1IA
943
1834 Investment Advisors
Wisconsin
$88K – – –
TFS
944
TrustCore Financial Services
Tennessee
$87K -$2.37K -27 -2%
SCA
945
Stonebridge Capital Advisors
Minnesota
$86K +$2.37K +27 +3%
ZB
946
Zions Bancorporation
Utah
$82K -$14.4K -164 -14%
FGAM
947
Financial Gravity Asset Management
Texas
$82K +$10.6K +120 New
FPS
948
Fieldpoint Private Securities
Connecticut
$81K +$1.41K +16 +2%
EWM
949
Evermay Wealth Management
Virginia
$80K – – –
BWM
950
Baystate Wealth Management
Massachusetts
$80K +$88 +1 +0.1%
36 37
38
39 40