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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1026
Capital Performance Advisors
California
$34.4K +$31.5K +331 New
OC
1027
Oakworth Capital
Alabama
$34.3K +$572 +6 +2%
FUBT
1028
First United Bank & Trust
Maryland
$33.8K -$41.2K -432 -57%
AWM
1029
Atticus Wealth Management
Florida
$33.5K -$191 -2 -0.6%
PWMG
1030
Prestige Wealth Management Group
New Jersey
$33.5K – – –
SIC
1031
SJS Investment Consulting
Ohio
$33.3K +$4.76K +50 +19%
HWM
1032
Hemington Wealth Management
Virginia
$33K +$32.5K +341 New
IFS
1033
Intelligent Financial Strategies
Minnesota
$32.8K – – –
CTC
1034
Cetera Trust Company
Minnesota
$31.2K – – –
UCB
1035
United Community Bank
South Carolina
$31.2K – – –
HFS
1036
Hantz Financial Services
Michigan
$31K – – –
DSC
1037
Duncker Streett & Co
Missouri
$30.7K +$4.76K +50 +20%
GSEP
1038
Golden State Equity Partners
California
$30.7K +$28.1K +295 New
CB
1039
CNB Bank
Pennsylvania
$30.4K – – –
JPWM
1040
Jamison Private Wealth Management
Georgia
$30.2K – – –
CCA
1041
Criterion Capital Advisors
Tennessee
$30.2K -$1.14K -12 -4%
VWM
1042
Venturi Wealth Management
Texas
$29.8K -$40.3K -423 -60%
ATS
1043
Ashton Thomas Securities
New York
$29.2K +$26.8K +281 New
NIC
1044
Northwest Investment Counselors
Oregon
$28.3K +$25.9K +272 New
AIC
1045
Archer Investment Corporation
Indiana
$27.3K – – –
CAM
1046
Costello Asset Management
Pennsylvania
$27.2K – – –
CWP
1047
Concord Wealth Partners
Virginia
$26K -$762 -8 -3%
LB
1048
Legacy Bridge
Iowa
$26K – – –
MWM
1049
Mascoma Wealth Management
New Hampshire
$26K – – –
OPTFSNA
1050
Old Point Trust & Financial Services N A
Virginia
$26K – – –
40 41
42
43 44