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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
926
Howe & Rusling
New York
$45K +$1.55K +21 +3%
GLLW
927
Graves Light Lenhart Wealth
Virginia
$44K – – –
KFI
928
Key Financial Inc
Pennsylvania
$43K – – –
AIP
929
Ahrens Investment Partners
Louisiana
$42K -$1.55K -21 -3%
SWM
930
Sugarloaf Wealth Management
Georgia
$42K +$74 +1 +0.2%
JGIA
931
Jackson Grant Investment Advisers
Connecticut
$42K +$221 +3 +0.5%
AF
932
Advisornet Financial
Minnesota
$41K -$12.3K -167 -22%
TWA
933
TCI Wealth Advisors
Arizona
$41K – – –
APC
934
Aspire Private Capital
North Carolina
$40K – – –
PB
935
Pinnacle Bancorp
Nebraska
$40K – – –
CG
936
Cutler Group
California
$39K +$2.28K +31 +6%
BWM
937
BerganKDV Wealth Management
Minnesota
$39K +$16.8K +228 +70%
RIM
938
Rockbridge Investment Management
New York
$38K -$290K -3,939 -88%
HCP
939
Hexagon Capital Partners
Arkansas
$37K +$1.47K +20 +4%
MTIC
940
Missouri Trust & Investment Company
Missouri
$36K – – –
JWA
941
JFS Wealth Advisors
Pennsylvania
$35K -$6.19K -84 -15%
BFPW
942
BOK Financial Private Wealth
Colorado
$35K +$36.8K +500 New
NF
943
Norwood Financial
Pennsylvania
$34K – – –
TFS
944
TrustCore Financial Services
Tennessee
$34K +$74 +1 +0.2%
AWM
945
Atticus Wealth Management
Florida
$34K +$30.9K +419 +735%
CWM
946
Castle Wealth Management
Florida
$32K +$33.3K +452 New
BPC
947
Banque Pictet & Cie
Switzerland
$31.9K -$927K -12,582 -3%
CFO
948
CVA Family Office
Colorado
$31K -$2.43K -33 -7%
TF
949
Tompkins Financial
New York
$31K -$147 -2 -0.4%
BIA
950
Bell Investment Advisors
California
$30K +$31.4K +427 New
36 37
38
39 40