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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1001
Valley National Advisers
Pennsylvania
$90K +$8.49K +88 +11%
ETC
1002
Exchange Traded Concepts
Oklahoma
$86.4K -$21.7K -225 -20%
TSMHT
1003
Thurston Springer Miller Herd & Titak
Indiana
$85.8K +$3.67K +38 +5%
EPIMS
1004
Evelyn Partners Investment Management Services
$85.4K – – –
MSFP
1005
Mark Sheptoff Financial Planning
Connecticut
$82.5K – – –
EWM
1006
Evermay Wealth Management
Virginia
$81.4K – – –
PSB
1007
Piscataqua Savings Bank
New Hampshire
$81.4K -$1.45K -15 -2%
JEST
1008
JTC Employer Solutions Trustee
Jersey
$81K – – –
NAAA
1009
New Age Alpha Advisors
New York
$80.6K -$483 -5 -0.6%
IBOK
1010
Independence Bank of Kentucky
Kentucky
$80.3K – – –
CT
1011
Clearstead Trust
Maine
$79.7K – – –
RA
1012
Rise Advisors
New York
$79.4K +$7.05K +73 +10%
CAM
1013
Costello Asset Management
Pennsylvania
$79.2K +$2.99K +31 +4%
IIM
1014
Intact Investment Management
Quebec, Canada
$79.2K +$9.65K +100 +14%
BLC
1015
Brown, Lisle/Cummings
Rhode Island
$76.8K – – –
CSB
1016
City State Bank
Iowa
$75K – – –
AAS
1017
Ameritas Advisory Services
Nebraska
$74.9K +$73.1K +757 New
ETS
1018
ESL Trust Services
New York
$74.3K – – –
EP
1019
Essential Partners
California
$73.4K +$71.5K +741 New
OWA
1020
Opal Wealth Advisors
New York
$72.7K – – –
PP
1021
Pacifica Partners
Canada
$72.3K – – –
HFS
1022
Hantz Financial Services
Michigan
$72K +$37.1K +384 +111%
BAM
1023
Bellevue Asset Management
Washington
$70.9K – – –
CFFP
1024
Center for Financial Planning
Michigan
$70.3K -$2.9K -30 -4%
OC
1025
Oakmont Corp
California
$69.8K – – –
39 40
41
42 43