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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
1026
JTC Employer Solutions Trustee
Jersey
$72K – – –
EWM
1027
Evermay Wealth Management
Virginia
$71.8K – – –
PSB
1028
Piscataqua Savings Bank
New Hampshire
$71.8K – – –
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$71.6K +$3.94K +44 +6%
IBOK
1030
Independence Bank of Kentucky
Kentucky
$70.8K – – –
CT
1031
Clearstead Trust
Maine
$70.3K – – –
APW
1032
Aventura Private Wealth
Florida
$67.2K -$37.4K -418 -35%
ETS
1033
ESL Trust Services
New York
$65.5K – – –
SC
1034
Sawyer & Company
Massachusetts
$65.5K – – –
CAM
1035
Chesapeake Asset Management
New York
$65.5K +$268 +3 +0.4%
PP
1036
Pacifica Partners
Canada
$65.5K – – –
CAM
1037
Costello Asset Management
Pennsylvania
$63.6K +$89 +1 +0.1%
FHC
1038
First Horizon Corporation
Tennessee
$63.5K -$17.5K -196 -21%
MSFP
1039
Mark Sheptoff Financial Planning
Connecticut
$63.2K – – –
BAM
1040
Bellevue Asset Management
Washington
$62.5K – – –
ZBNA
1041
Zions Bancorporation, National Association
Utah
$62.2K +$26.3K +294 +70%
SWM
1042
Spire Wealth Management
Virginia
$61.6K +$626 +7 +1%
OC
1043
Oakmont Corp
California
$61.6K – – –
SFCL
1044
Strengthening Families & Communities LLC
Massachusetts
$61.3K +$89 +1 +0.1%
ITIM
1045
Indiana Trust & Investment Management
Indiana
$59K – – –
CA
1046
CoreCap Advisors
Michigan
$59K -$179 -2 -0.3%
APW
1047
Acima Private Wealth
Virginia
$56.8K – – –
HRC
1048
Hoertkorn Richard Charles
$55.9K – – –
CFFP
1049
Center for Financial Planning
Michigan
$55.5K – – –
CSB
1050
City State Bank
Iowa
$54.5K -$8.95K -100 -14%
40 41
42
43 44