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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
AllSquare Wealth Management
New York
$140K – – –
QC
927
Quent Capital
New York
$139K -$2K -21 -2%
GWM
928
Geneos Wealth Management
Colorado
$138K +$21.1K +221 +20%
GAG
929
Goodman Advisory Group
Massachusetts
$131K -$627K -6,580 -84%
SC
930
Steph & Co
Wisconsin
$131K – – –
MAM
931
Morse Asset Management
Connecticut
$130K +$119K +1,250 New
CFO
932
CVA Family Office
Colorado
$129K -$5.72K -60 -5%
CH
933
Cromwell Holdings
Wyoming
$126K – – –
AA
934
Alta Advisers
United Kingdom
$125K – – –
BSB
935
Bangor Savings Bank
Maine
$122K -$2.19K -23 -2%
ECM
936
Estabrook Capital Management
New York
$119K – – –
LCM
937
Logan Capital Management
Pennsylvania
$115K -$9.72K -102 -8%
C
938
Covestor
United Kingdom
$113K -$286 -3 -0.3%
UIA
939
Ulland Investment Advisors
Minnesota
$111K – – –
AEPWM
940
Atlantic Edge Private Wealth Management
Florida
$108K – – –
CTWM
941
Cherry Tree Wealth Management
Minnesota
$107K – – –
CT
942
Clearstead Trust
Maine
$104K +$286 +3 +0.3%
FCA
943
FinTrust Capital Advisors
South Carolina
$103K +$4.48K +47 +5%
BIG
944
Brooklyn Investment Group
New York
$102K +$93.9K +986 New
UCI
945
Uncommon Cents Investing
Wisconsin
$102K +$93.2K +978 New
GWP
946
Gen-Wealth Partners
Michigan
$101K – – –
MCM
947
MV Capital Management
Maryland
$99.9K -$3.43K -36 -4%
HDIM
948
Hanson & Doremus Investment Management
Vermont
$98K – – –
SWM
949
Spire Wealth Management
Virginia
$94.3K -$6K -63 -6%
IBOK
950
Independence Bank of Kentucky
Kentucky
$93.7K – – –
36 37
38
39 40