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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
926
Mark Sheptoff Financial Planning
Connecticut
$159K +$5.27K +63 +4%
BWA
927
BDO Wealth Advisors
Florida
$159K +$11.3K +135 +8%
EDRH
928
Edmond de Rothschild Holding
Switzerland
$150K – – –
GWS
929
Glassman Wealth Services
Virginia
$142K +$4.18K +50 +3%
CWP
930
Concord Wealth Partners
Virginia
$142K +$128K +1,535 +1,668%
FMTCOCP
931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$139K -$3.1K -37 -2%
HI
932
Harbour Investments
Wisconsin
$137K -$210K -2,508 -62%
FCB
933
First Command Bank
Texas
$136K – – –
NSIM
934
North Star Investment Management
Illinois
$134K – – –
EWA
935
EverSource Wealth Advisors
Alabama
$134K +$129K +1,539 New
MAM
936
Mystic Asset Management
Rhode Island
$132K +$128K +1,525 New
SWM
937
Spire Wealth Management
Virginia
$129K -$51K -609 -29%
FCFS
938
First Command Financial Services
Texas
$125K -$17.2K -206 -13%
RE
939
RBC Europe
United Kingdom
$125K +$44.9K +536 +60%
SOW
940
State of Wyoming
Wyoming
$124K -$4.35K -52 -4%
MWM
941
Mascoma Wealth Management
New Hampshire
$122K -$4.6K -55 -4%
IA
942
IFP Advisors
Florida
$120K +$6.19K +74 +6%
PFBT
943
Parkside Financial Bank & Trust
Missouri
$119K -$13.2K -158 -10%
ACA
944
Atlas Capital Advisors
Wyoming
$119K – – –
AWM
945
AllSquare Wealth Management
New York
$118K – – –
CFFP
946
Center for Financial Planning
Michigan
$117K +$53.2K +635 +90%
CSB
947
City State Bank
Iowa
$115K +$110K +1,317 New
IWMA
948
Ironwood Wealth Management (Arizona)
Arizona
$114K – – –
FBT
949
First Bank & Trust
South Dakota
$114K +$4.86K +58 +5%
MI
950
Markston International
New York
$111K -$66.9K -799 -39%
36 37
38
39 40