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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HRC
976
Hoertkorn Richard Charles
$39K +$35.3K +682 New
AWA
977
Arkadios Wealth Advisors
Georgia
$38.9K +$35.1K +678 New
SBL
978
Sargent Bickham Lagudis
Colorado
$38K +$34.2K +661 New
RIM
979
Rockbridge Investment Management
New York
$38K +$34.7K +669 New
SIA
980
SeaBridge Investment Advisors
New Jersey
$38K +$34.7K +669 New
SIM
981
Sonora Investment Management
Arizona
$38K +$34.8K +671 New
MWP
982
Meridian Wealth Partners
Pennsylvania
$37K +$33.4K +644 New
LWA
983
Lenox Wealth Advisors
New York
$37K +$33.4K +645 New
OC
984
Oakworth Capital
Alabama
$37K +$34K +657 New
FA
985
Fortis Advisors
Pennsylvania
$36K +$32.4K +625 New
PFO
986
Pathstone Family Office
New Jersey
$36K +$33.5K +646 New
SWM
987
Sugarloaf Wealth Management
Georgia
$35K +$31.7K +611 New
LWM
988
Liberty Wealth Management
California
$35K +$31.9K +616 New
LS
989
Leelyn Smith
Illinois
$35K +$32.1K +620 New
SFSIG
990
San Francisco Sentry Investment Group
California
$35K +$32.3K +623 New
PCM
991
Penserra Capital Management
California
$35K +$32.6K +630 New
PCIA
992
Prime Capital Investment Advisors
Kansas
$34K +$31.1K +600 New
FNBOSM
993
First National Bank of South Miami
Florida
$34K +$31.4K +606 New
EI
994
Ellevest Inc
New York
$33K +$29.8K +575 New
PCM
995
Prelude Capital Management
New York
$33K +$30.1K +580 New
FBT
996
First Bank & Trust
South Dakota
$33K +$30.5K +589 New
1W
997
1776 Wealth
Georgia
$33K +$30.6K +590 New
CFG
998
CKW Financial Group
Hawaii
$31K +$28.5K +550 New
THWM
999
Taylor Hoffman Wealth Management
Virginia
$31K +$28.5K +551 New
GWS
1000
Glassman Wealth Services
Virginia
$30K +$27K +522 New
38 39
40
41 42