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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1076
West Branch Capital
Massachusetts
$13.7K – – –
EF
1077
Entrust Financial
Pennsylvania
$13.4K – – –
APFP
1078
Action Point Financial Planning
Michigan
$13K +$13.9K +186 New
FP
1079
Financial Perspectives
Minnesota
$12.9K – – –
GEA
1080
Glen Eagle Advisors
New Jersey
$12.5K – – –
CMA
1081
Cedar Mountain Advisors
Oregon
$12.4K – – –
LF
1082
LifeSteps Financial
California
$12.2K +$12.8K +171 New
TLA
1083
Tanglewood Legacy Advisors
Texas
$12K – – –
CWM
1084
Cranbrook Wealth Management
Michigan
$11.6K – – –
KAS
1085
Kemnay Advisory Services
New York
$11.6K +$448 +6 +4%
RIAS
1086
Rachor Investment Advisory Services
Michigan
$11.5K – – –
AIC
1087
Archer Investment Corporation
Indiana
$11.1K – – –
AW
1088
Avion Wealth
Texas
$11K +$7.99K +107 +218%
JFGIW
1089
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9K – – –
EDRH
1090
Edmond de Rothschild Holding
Switzerland
$10.7K – – –
CWP
1091
Concord Wealth Partners
Virginia
$10.6K +$11.1K +148 New
CPG
1092
Cornerstone Planning Group
New Jersey
$10.5K +$4.26K +57 +62%
TAP
1093
Tounjian Advisory Partners
Florida
$10.4K +$10.9K +146 New
KG
1094
Kilter Group
New York
$10.2K +$5.38K +72 +103%
VWM
1095
Vermillion Wealth Management
Minnesota
$10.2K +$8.96K +120 +545%
CB
1096
CNB Bank
Pennsylvania
$10.1K – – –
FFA
1097
Frazier Financial Advisors
Ohio
$10.1K – – –
HNW
1098
High Note Wealth
Minnesota
$9.95K +$3.73K +50 +56%
SN
1099
Sittner & Nelson
Oregon
$9.81K +$1.42K +19 +16%
FMP
1100
Financial Management Professionals
Texas
$9.81K +$10.2K +137 New
42 43
44
45 46