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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
976
Basecamp Wealth Advisors
Washington
$139K +$142K +1,590 New
GWM
977
Geneos Wealth Management
Colorado
$138K -$2.95K -33 -2%
BONH
978
Bank of New Hampshire
New Hampshire
$138K – – –
EPIM
979
Evelyn Partners Investment Management
$137K +$39.3K +439 +39%
HIA
980
Harbor Investment Advisory
Maryland
$135K -$7.34K -82 -5%
ATC
981
Adirondack Trust Company
New York
$135K -$8.23K -92 -6%
SIM
982
Sentry Investment Management
Wisconsin
$133K – – –
ADL
983
Asset Dedication LLC
California
$131K -$23.4K -262 -15%
ETC
984
Exchange Traded Concepts
Oklahoma
$129K +$21.4K +239 +19%
PFBT
985
Parkside Financial Bank & Trust
Missouri
$128K +$14.2K +159 +12%
BTI
986
Blue Trust Inc
Georgia
$127K -$22.4K -250 -15%
MCM
987
Manchester Capital Management
Vermont
$127K -$1.79K -20 -1%
C
988
Covestor
United Kingdom
$126K +$5.19K +58 +4%
FC
989
Financial Consulate
Maryland
$126K +$1.52K +17 +1%
LSA
990
Leonteq Securities AG
Switzerland
$125K +$28.4K +318 +29%
FMTCOCP
991
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K -$2.15K -24 -2%
FDCP
992
Foster Dykema Cabot & Partners
Massachusetts
$119K – – –
NSIM
993
North Star Investment Management
Illinois
$119K +$3.04K +34 +3%
CA
994
Crewe Advisors
Utah
$118K – – –
QC
995
Quent Capital
New York
$113K -$2.06K -23 -2%
RMC
996
Resources Management Corp
Connecticut
$113K -$4.47K -50 -4%
WPA
997
Wealth Preservation Advisors
Tennessee
$113K – – –
CH
998
Cromwell Holdings
Wyoming
$112K – – –
CSC
999
Caldwell Sutter Capital
California
$111K – – –
SC
1000
Steph & Co
Wisconsin
$110K – – –
38 39
40
41 42