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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
951
Center for Financial Planning
Michigan
$73.4K – – –
GWS
952
Glassman Wealth Services
Virginia
$71.8K -$665 -8 -1%
RFG
953
RFP Financial Group
Georgia
$71.6K -$8.98K -108 -12%
MRCM
954
M&R Capital Management
New Jersey
$69.2K +$5.32K +64 +9%
DAC
955
Dividend Assets Capital
South Carolina
$69K – – –
FUBT
956
First United Bank & Trust
Maryland
$67.7K +$62.9K +757 New
MTIC
957
Missouri Trust & Investment Company
Missouri
$66.7K – – –
CSWM
958
Cassady Schiller Wealth Management
Ohio
$65.5K -$12.5K -150 -17%
CWC
959
Carolinas Wealth Consulting
North Carolina
$65.2K – – –
CAL
960
Capital Analysts LLC
Pennsylvania
$65K +$166 +2 +0.3%
BAM
961
Bellevue Asset Management
Washington
$64.1K – – –
PIS
962
POM Investment Strategies
North Carolina
$63.7K +$59.2K +712 New
PP
963
Pacifica Partners
Canada
$63.6K – – –
OC
964
Oakmont Corp
California
$63.1K -$1.41K -17 -2%
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$62.6K – – –
HRC
966
Hoertkorn Richard Charles
$61K – – –
FCT
967
First Community Trust
Iowa
$60.4K -$582 -7 -1%
QL
968
Quarry LP
New York
$59.3K -$67.8K -815 -55%
APW
969
Acima Private Wealth
Virginia
$58.2K – – –
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$56.9K +$8.98K +108 +20%
CBT
971
CoreFirst Bank & Trust
Kansas
$56.6K – – –
LB
972
Legacy Bridge
Iowa
$55.9K -$164K -1,971 -76%
JGIA
973
Jackson Grant Investment Advisers
Connecticut
$54.3K +$166 +2 +0.3%
VL
974
Vima LLC
Michigan
$54.1K +$50.3K +605 New
CCMW
975
Cypress Capital Management (Wyoming)
Wyoming
$53.7K -$58.6K -705 -54%
37 38
39
40 41