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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
926
Register Financial Advisors
Georgia
$71.2K +$12.6K +150 +23%
C
927
Covestor
United Kingdom
$70K +$674 +8 +1%
SWM
928
Spire Wealth Management
Virginia
$69.1K -$9.77K -116 -13%
MRCM
929
M&R Capital Management
New Jersey
$67.6K – – –
CWC
930
Carolinas Wealth Consulting
North Carolina
$64.9K -$505 -6 -0.2%
OC
931
Oakmont Corp
California
$64.3K -$3.96K -47 -6%
BAM
932
Bellevue Asset Management
Washington
$63.7K – – –
CBT
933
CoreFirst Bank & Trust
Kansas
$63.4K -$16.6K -197 -22%
OSNBOA
934
Old Second National Bank of Aurora
Illinois
$62.3K – – –
FCT
935
First Community Trust
Iowa
$60.7K – – –
HRC
936
Hoertkorn Richard Charles
$60.7K – – –
BWM
937
Baystate Wealth Management
Massachusetts
$60.2K +$2.11K +25 +4%
JWA
938
JFS Wealth Advisors
Pennsylvania
$58.3K -$1.43K -17 -3%
MWM
939
Mascoma Wealth Management
New Hampshire
$55.6K -$67.4K -800 -56%
JGIA
940
Jackson Grant Investment Advisers
Connecticut
$53.6K +$253 +3 +0.5%
KFI
941
Key Financial Inc
Pennsylvania
$53.6K – – –
EDRH
942
Edmond de Rothschild Holding
Switzerland
$53.3K – – –
PIAS
943
PCA Investment Advisory Services
Ohio
$52.3K +$49.5K +587 New
GCM
944
Gables Capital Management
Florida
$51.2K – – –
PB
945
Pinnacle Bancorp
Nebraska
$50.9K – – –
SWM
946
Sugarloaf Wealth Management
Georgia
$50.4K -$1.94K -23 -4%
WSCM
947
Wellington Shields Capital Management
New York
$50.4K – – –
CAL
948
Capital Analysts LLC
Pennsylvania
$50K +$505 +6 +1%
JFA
949
JNBA Financial Advisors
Minnesota
$49.9K +$21.1K +250 +80%
APC
950
Aspire Private Capital
North Carolina
$49.8K – – –
36 37
38
39 40