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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1001
Retirement Group
California
$15K +$1.33K +18 New
CYG
1002
Clean Yield Group
Vermont
$14.2K -$9.67K -131 -42%
FP
1003
Financial Perspectives
Minnesota
$14.1K – – –
WOC
1004
West Oak Capital
California
$14K – – –
CAL
1005
Capital Advisors Ltd
Ohio
$14K +$27.6K +374 +219%
CMA
1006
Cedar Mountain Advisors
Oregon
$13.5K – – –
MA
1007
MCF Advisors
Kentucky
$13.4K – – –
JWM
1008
Janiczek Wealth Management
Colorado
$13.1K +$4.5K +61 +63%
TLA
1009
Tanglewood Legacy Advisors
Texas
$13.1K +$12.3K +167 New
HGERS
1010
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
LFA
1011
Level Financial Advisors
New York
$13K – – –
EDRH
1012
Edmond de Rothschild Holding
Switzerland
$11.7K – – –
AFS
1013
Annapolis Financial Services
Maryland
$11.7K – – –
FA
1014
Fiduciary Alliance
South Carolina
$11.6K +$10.9K +148 New
MHR
1015
Matthew Hamilton Rosenberg
$11.1K – – –
FWA
1016
Freedom Wealth Alliance
Wisconsin
$9.83K +$9.23K +125 New
TIM
1017
Tortoise Investment Management
New York
$9.79K -$3.69K -50 -29%
MWM
1018
MinichMacGregor Wealth Management
New York
$9.79K +$9.23K +125 New
FFA
1019
Farther Finance Advisors
California
$9.55K +$9.01K +122 New
LWP
1020
Lumature Wealth Partners
Georgia
$9.48K – – –
ETC
1021
Exchange Traded Concepts
Oklahoma
$9.32K +$5.24K +71 +148%
SN
1022
Sittner & Nelson
Oregon
$9.24K -$2.66K -36 -23%
CAC
1023
Core Alternative Capital
Georgia
$9.11K -$5.54K -75 -39%
MFA
1024
McClarren Financial Advisors
Pennsylvania
$9K +$74 +1 +0.9%
NFSG
1025
Newbridge Financial Services Group
Florida
$8.93K -$7.46K -101 -47%
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41
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