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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
951
Atlas Capital Advisors
Wyoming
$119K – – –
AWM
952
AllSquare Wealth Management
New York
$118K – – –
CFFP
953
Center for Financial Planning
Michigan
$117K +$53.2K +635 +90%
CSB
954
City State Bank
Iowa
$115K +$110K +1,317 New
IWMA
955
Ironwood Wealth Management (Arizona)
Arizona
$114K – – –
FBT
956
First Bank & Trust
South Dakota
$114K +$4.86K +58 +5%
MI
957
Markston International
New York
$111K -$66.9K -799 -39%
HDIM
958
Hanson & Doremus Investment Management
Vermont
$111K – – –
MMG
959
Monetary Management Group
Missouri
$111K +$7.28K +87 +7%
SC
960
Steph & Co
Wisconsin
$110K – – –
CFCI
961
Comprehensive Financial Consultants Institutional
Indiana
$110K +$118K +1,405 New
CNBTD
962
Citizens National Bank Trust Department
Mississippi
$109K +$105K +1,250 New
CPFP
963
Clear Perspectives Financial Planning
Ohio
$107K – – –
S
964
Seeyond
France
$106K – – –
HNWAG
965
High Net Worth Advisory Group
Florida
$106K +$101K +1,212 New
CWS
966
Confluence Wealth Services
Pennsylvania
$105K +$102K +1,217 New
FA
967
Fortis Advisors
Pennsylvania
$104K – – –
RWM
968
Raffa Wealth Management
District of Columbia
$103K – – –
SWA
969
Sutton Wealth Advisors
Florida
$103K – – –
FCA
970
FinTrust Capital Advisors
South Carolina
$103K +$2.51K +30 +3%
SDIC
971
South Dakota Investment Council
South Dakota
$103K +$32.6K +390 +49%
GCM
972
Gables Capital Management
Florida
$102K – – –
TIM
973
Tevis Investment Management
Texas
$101K +$97K +1,159 New
CCM
974
Chilton Capital Management
Texas
$101K +$97.3K +1,163 New
FF
975
FourThought Financial
Florida
$95K +$84 +1 +0.1%
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