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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1026
Prestige Wealth Management Group
New Jersey
$19K +$17.5K +337 New
SIAS
1027
Shine Investment Advisory Services
Colorado
$19K +$17.5K +338 New
BAM
1028
Barrett Asset Management
New York
$19K +$17.7K +341 New
GAM
1029
Gemmer Asset Management
California
$18K +$16.1K +311 New
EWM
1030
Endurance Wealth Management
Rhode Island
$18K +$17K +329 New
TJHA
1031
Thomas J. Herzfeld Advisors
Florida
$17K +$13.9K +269 New
MA
1032
MCF Advisors
Kentucky
$17K +$15.3K +296 New
OSNBOA
1033
Old Second National Bank of Aurora
Illinois
$17K +$15.5K +300 New
AW
1034
Alpha Windward
Massachusetts
$17K +$15.8K +304 New
FWM
1035
FSA Wealth Management
Massachusetts
$17K +$15.9K +307 New
GEA
1036
Glen Eagle Advisors
New Jersey
$16.5K +$15K +290 New
FRA
1037
Front Row Advisors
California
$16K +$14.3K +276 New
KFS
1038
Kelly Financial Services
Massachusetts
$15.2K +$13.8K +267 New
CAC
1039
Certified Advisory Corp
Florida
$15K +$13.3K +256 New
VNA
1040
Valley National Advisers
Pennsylvania
$15K +$13.4K +258 New
CAM
1041
Costello Asset Management
Pennsylvania
$15K +$13.6K +262 New
AIM
1042
Arcadia Investment Management
Michigan
$14K +$13K +250 New
CBT
1043
Central Bank & Trust
Kentucky
$14K +$13K +250 New
CT
1044
Clearstead Trust
Maine
$14K +$13K +250 New
CWM
1045
Campbell Wealth Management
Virginia
$13K +$11.9K +230 New
VCM
1046
Versant Capital Management
Arizona
$13K +$12.1K +233 New
EWP
1047
Engrave Wealth Partners
Texas
$13K +$12.4K +239 New
HGWM
1048
Harvest Group Wealth Management
Massachusetts
$12K +$11.2K +217 New
CIA
1049
Cascade Investment Advisors
Oregon
$11.7K +$10.7K +206 New
DI
1050
Disciplined Investments
Oklahoma
$11K +$9.84K +190 New
40 41
42
43 44