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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
951
Paloma Partners
Connecticut
$71K +$73.9K +925 New
ACM
952
AUA Capital Management
Pennsylvania
$69K – – –
BDWM
953
Brewin Dolphin Wealth Management
Ireland
$69K – – –
JFGIW
954
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K – – –
FCT
955
First Community Trust
Iowa
$69K +$559 +7 +0.8%
PP
956
PrairieView Partners
Minnesota
$67K -$10.2K -127 -13%
SCA
957
Stonebridge Capital Advisors
Minnesota
$66K – – –
GWS
958
Glassman Wealth Services
Virginia
$64K -$64K -801 -49%
APW
959
Acima Private Wealth
Virginia
$64K – – –
OC
960
Oakmont Corp
California
$64K – – –
ARMC
961
American Research & Management Company
Massachusetts
$63K -$959 -12 -1%
JEST
962
JTC Employer Solutions Trustee
Jersey
$63K – – –
MIM
963
Meridiem Investment Management
United Kingdom
$62K – – –
HA
964
Herold Advisors
New York
$61.6K +$64K +801 New
AF
965
Advisornet Financial
Minnesota
$57K +$13.1K +164 +28%
BAM
966
Bellevue Asset Management
Washington
$56K – – –
TFM
967
TFC Financial Management
Massachusetts
$56K +$80 +1 +0.1%
CWC
968
Carolinas Wealth Consulting
North Carolina
$54K – – –
QC
969
Quent Capital
New York
$52K -$17.1K -214 -24%
HRC
970
Hoertkorn Richard Charles
$52K – – –
STCOSD
971
Sageworth Trust Company of South Dakota
South Dakota
$51K -$232K -2,904 -82%
FFA
972
Freedman Financial Associates
Massachusetts
$51K – – –
CAL
973
Capital Analysts LLC
Pennsylvania
$49K -$183K -2,285 -78%
HR
974
Howe & Rusling
New York
$48K -$26K -325 -34%
GLLW
975
Graves Light Lenhart Wealth
Virginia
$48K -$23.1K -289 -32%
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