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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
926
Geneos Wealth Management
Colorado
$99.1K -$8.65K -104 -9%
CSB
927
City State Bank
Iowa
$97K -$2.91K -35 -3%
UIA
928
Ulland Investment Advisors
Minnesota
$96K – – –
CTWM
929
Cherry Tree Wealth Management
Minnesota
$92.1K – – –
C
930
Covestor
United Kingdom
$90K +$19K +229 +29%
BWP
931
Baldwin Wealth Partners
Massachusetts
$89.5K – – –
MCM
932
MV Capital Management
Maryland
$89.2K +$8.4K +101 +11%
FCA
933
FinTrust Capital Advisors
South Carolina
$87.5K -$4.49K -54 -5%
PIM
934
Plato Investment Management
Australia
$87.1K +$80.9K +973 New
BWM
935
Baystate Wealth Management
Massachusetts
$86.3K +$11.5K +138 +17%
HDIM
936
Hanson & Doremus Investment Management
Vermont
$85K – – –
CCMI
937
Creative Capital Management Investments
California
$84.7K – – –
PFBT
938
Parkside Financial Bank & Trust
Missouri
$84.4K +$12.6K +151 +19%
EBA
939
Eagle Bay Advisors
New York
$83.7K -$12.3K -148 -14%
CFO
940
CVA Family Office
Colorado
$82.5K +$76.7K +922 New
SWM
941
Spire Wealth Management
Virginia
$81.8K +$12.4K +149 +19%
IBOK
942
Independence Bank of Kentucky
Kentucky
$80.6K +$29.1K +350 +64%
LSA
943
Leonteq Securities AG
Switzerland
$80.5K – – –
CT
944
Clearstead Trust
Maine
$79K +$166 +2 +0.2%
JWA
945
JFS Wealth Advisors
Pennsylvania
$78.6K +$18.9K +227 +35%
PSB
946
Piscataqua Savings Bank
New Hampshire
$76.7K -$29.1K -350 -29%
RIM
947
Rockbridge Investment Management
New York
$76.5K +$71.1K +855 New
MSFP
948
Mark Sheptoff Financial Planning
Connecticut
$74.5K – – –
JEST
949
JTC Employer Solutions Trustee
Jersey
$74K – – –
EWM
950
Evermay Wealth Management
Virginia
$73.9K +$333 +4 +0.5%
36 37
38
39 40