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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
976
ESL Trust Services
New York
$57.8K – – –
SC
977
Sawyer & Company
Massachusetts
$57.8K – – –
PP
978
Pacifica Partners
Canada
$57.1K – – –
CAM
979
Costello Asset Management
Pennsylvania
$56.5K +$437 +5 +0.7%
C
980
Covestor
United Kingdom
$56K -$62.6K -716 -50%
CSPIA
981
Cary Street Partners Investment Advisory
Virginia
$55.8K +$40.6K +464 +178%
BAM
982
Bellevue Asset Management
Washington
$55.2K – – –
QC
983
Quent Capital
New York
$54.8K -$51.4K -588 -45%
MSFP
984
Mark Sheptoff Financial Planning
Connecticut
$54.7K – – –
OC
985
Oakmont Corp
California
$54.3K – – –
FLP
986
Financial Life Planners
Arizona
$54.2K +$61.5K +703 New
APW
987
Aventura Private Wealth
Florida
$54.1K -$5.86K -67 -9%
ZBNA
988
Zions Bancorporation, National Association
Utah
$52.3K -$2.98K -34 -5%
ITIM
989
Indiana Trust & Investment Management
Indiana
$52.1K – – –
CA
990
CoreCap Advisors
Michigan
$51.5K -$612 -7 -1%
APW
991
Acima Private Wealth
Virginia
$50.1K – – –
WETS
992
Wealth Enhancement Trust Services
South Dakota
$49.9K +$2.45K +28 +5%
CFFP
993
Center for Financial Planning
Michigan
$48.9K – – –
CB
994
Community Bank
New York
$48.9K +$22.7K +260 +69%
CSB
995
City State Bank
Iowa
$48.1K – – –
BW
996
Basepoint Wealth
Iowa
$47.9K +$1.84K +21 +3%
DFA
997
DHJJ Financial Advisors
Illinois
$47.8K – – –
TFIPS
998
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.8K – – –
SIM
999
Synergy Investment Management
Florida
$47.7K +$54.2K +619 New
RAM
1000
Ramirez Asset Management
New York
$46.2K -$43.7K -500 -45%
38 39
40
41 42