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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1001
Pinnacle Bancorp
Nebraska
$37.3K +$11.2K +150 +40%
OCWP
1002
Owl Creek Wealth Partners
Colorado
$36.5K +$20.2K +270 +113%
KFA
1003
Kelleher Financial Advisors
New York
$36.2K +$18.9K +253 +100%
CCMW
1004
Cypress Capital Management (Wyoming)
Wyoming
$35.8K – – –
HNB
1005
Hilltop National Bank
Wyoming
$35.8K – – –
TFA
1006
Toth Financial Advisory
Virginia
$35.8K – – –
QWM
1007
Quaker Wealth Management
New Jersey
$35.8K -$896 -12 -2%
FB
1008
First Bancorp
Maine
$34.4K +$35.9K +481 New
GCM
1009
Gables Capital Management
Florida
$34K – – –
CBT
1010
CoreFirst Bank & Trust
Kansas
$33.9K – – –
ZBNA
1011
Zions Bancorporation, National Association
Utah
$30.9K -$18.4K -247 -36%
UCB
1012
United Community Bank
South Carolina
$30.4K +$8.96K +120 +39%
SGFG
1013
Silver Grove Financial Group
New York
$30.2K +$31.5K +422 New
MA
1014
MCF Advisors
Kentucky
$30.1K – – –
UOTTAIMCU
1015
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.7K +$31K +415 New
KFAS
1016
Keating Financial Advisory Services
Kansas
$29.4K +$2.69K +36 +10%
MIM
1017
MTM Investment Management
South Carolina
$29.2K – – –
RRMM
1018
Regatta Research & Money Management
Louisiana
$29.2K +$30.5K +408 New
AA
1019
Addison Advisors
Vermont
$29.1K -$216K -2,894 -88%
CAL
1020
Capital Advisors Ltd
Ohio
$29K -$4.63K -62 -13%
FNWA
1021
Financial Network Wealth Advisors
Utah
$29K +$373 +5 +1%
EWP
1022
Elevation Wealth Partners
California
$28.8K +$28.5K +382 +1,910%
IBOK
1023
Independence Bank of Kentucky
Kentucky
$28.7K – – –
BCM
1024
Boreal Capital Management
Florida
$28.6K – – –
CAM
1025
Chesapeake Asset Management
New York
$28.4K -$11.4K -153 -28%
39 40
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