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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
CoreCap Advisors
Michigan
$73.4K -$385 -4 -0.5%
PIS
952
POM Investment Strategies
North Carolina
$73.3K +$4.72K +49 +7%
FUBT
953
First United Bank & Trust
Maryland
$72.9K – – –
PP
954
Pacifica Partners
Canada
$71.5K – – –
OWA
955
Opal Wealth Advisors
New York
$71.2K +$71.3K +740 New
CSWM
956
Cassady Schiller Wealth Management
Ohio
$70.5K – – –
CWC
957
Carolinas Wealth Consulting
North Carolina
$70.2K – – –
JFGIW
958
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.2K – – –
CAL
959
Capital Analysts LLC
Pennsylvania
$69K -$1.93K -20 -3%
BAM
960
Bellevue Asset Management
Washington
$68.9K – – –
VWM
961
Venturi Wealth Management
Texas
$68.3K +$47K +488 +220%
RA
962
Rise Advisors
New York
$68.2K +$52.7K +547 +338%
JWA
963
JFS Wealth Advisors
Pennsylvania
$68.1K -$21.8K -226 -24%
SFCL
964
Strengthening Families & Communities LLC
Massachusetts
$68K +$48.7K +505 +256%
OC
965
Oakmont Corp
California
$67.9K – – –
MRCM
966
M&R Capital Management
New Jersey
$67.8K -$1.83K -19 -3%
OSNBOA
967
Old Second National Bank of Aurora
Illinois
$67.4K – – –
BIC
968
Beach Investment Counsel
Pennsylvania
$67K +$66.6K +691 New
AWM
969
Avior Wealth Management
Nebraska
$66.3K -$163K -1,692 -71%
SAM
970
Smartleaf Asset Management
Massachusetts
$65.7K +$32.8K +340 +99%
HRC
971
Hoertkorn Richard Charles
$65.6K – – –
FCT
972
First Community Trust
Iowa
$65K – – –
APW
973
Acima Private Wealth
Virginia
$62.6K – – –
KFI
974
Key Financial Inc
Pennsylvania
$60.6K +$4.34K +45 +8%
CAS
975
Coppell Advisory Solutions
Texas
$59.1K +$59.2K +614 New
37 38
39
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