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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
976
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K – – –
TFM
977
TFC Financial Management
Massachusetts
$49K +$65 +1 +0.1%
ONST
978
Old North State Trust
North Carolina
$48K -$63.9K -985 -58%
DSC
979
Duncker Streett & Co
Missouri
$48K -$36.2K -558 -44%
CCC
980
Crescent Capital Consulting
Louisiana
$47K +$45.7K +704 New
HRC
981
Hoertkorn Richard Charles
$46K – – –
LWM
982
Liberty Wealth Management
California
$46K +$130 +2 +0.3%
BAM
983
Bellevue Asset Management
Washington
$45K -$14.9K -229 -24%
PFPT
984
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K – – –
PCIA
985
Prime Capital Investment Advisors
Kansas
$45K – – –
SBL
986
Sargent Bickham Lagudis
Colorado
$45K – – –
FFA
987
Freedman Financial Associates
Massachusetts
$45K +$43.1K +664 New
AF
988
Allworth Financial
California
$44K -$908 -14 -2%
JWA
989
JFS Wealth Advisors
Pennsylvania
$42K -$15.1K -233 -27%
M
990
MOTCO
Texas
$42K -$6.55K -101 -14%
EI
991
Ellevest Inc
New York
$42K -$4.35K -67 -10%
MWP
992
Meridian Wealth Partners
Pennsylvania
$42K -$1.04K -16 -2%
PB
993
Pinnacle Bancorp
Nebraska
$42K – – –
PWPS
994
Pinnacle Wealth Planning Services
Ohio
$42K +$40.8K +629 New
BWM
995
Baystate Wealth Management
Massachusetts
$41K -$33.1K -511 -46%
OC
996
Oakworth Capital
Alabama
$41K -$2.4K -37 -6%
SWM
997
Sugarloaf Wealth Management
Georgia
$41K +$65 +1 +0.2%
HFA
998
HC Financial Advisors
California
$41K +$14.2K +219 +57%
IAIM
999
International Assets Investment Management
Florida
$41K +$39.7K +612 New
VCG
1000
Vantage Consulting Group
Virginia
$41K +$39.8K +614 New
38 39
40
41 42