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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1001
Rise Advisors
New York
$74.2K +$817 +9 +1%
IBOK
1002
Independence Bank of Kentucky
Kentucky
$74.2K – – –
SC
1003
Sawyer & Company
Massachusetts
$74K – – –
CT
1004
Clearstead Trust
Maine
$73.6K – – –
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$71K – – –
ETS
1006
ESL Trust Services
New York
$68.6K – – –
PP
1007
Pacifica Partners
Canada
$68.4K – – –
CAM
1008
Chesapeake Asset Management
New York
$68.3K +$31.8K +350 +88%
CAM
1009
Costello Asset Management
Pennsylvania
$66.5K -$6.63K -73 -9%
MSFP
1010
Mark Sheptoff Financial Planning
Connecticut
$66.2K -$9.89K -109 -13%
CSB
1011
City State Bank
Iowa
$66.2K -$3K -33 -4%
BAM
1012
Bellevue Asset Management
Washington
$65.5K – – –
OC
1013
Oakmont Corp
California
$64.5K – – –
SFCL
1014
Strengthening Families & Communities LLC
Massachusetts
$64.1K -$91 -1 -0.1%
SWM
1015
Spire Wealth Management
Virginia
$63.9K -$65.5K -721 -51%
CA
1016
CoreCap Advisors
Michigan
$61.9K -$1.27K -14 -2%
ITIM
1017
Indiana Trust & Investment Management
Indiana
$61.8K – – –
SSG
1018
Summit Securities Group
New York
$61.8K +$37.3K +411 +155%
VCM
1019
Versant Capital Management
Arizona
$61K -$305K -3,358 -83%
SS
1020
SBI Securities
Japan
$60.7K +$91 +1 +0.2%
APW
1021
Acima Private Wealth
Virginia
$59.4K – – –
HRC
1022
Hoertkorn Richard Charles
$58.5K -$3.81K -42 -6%
CFFP
1023
Center for Financial Planning
Michigan
$58.1K -$6.81K -75 -11%
CBT
1024
CoreFirst Bank & Trust
Kansas
$57K – – –
DFA
1025
DHJJ Financial Advisors
Illinois
$56.7K – – –
39 40
41
42 43