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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1076
Financial Perspectives
Minnesota
$17.9K – – –
AF
1077
Advisornet Financial
Minnesota
$17.7K -$15K -162 -48%
CMA
1078
Cedar Mountain Advisors
Oregon
$17.1K – – –
WOC
1079
West Oak Capital
California
$17K – – –
MA
1080
MCF Advisors
Kentucky
$17K – – –
TLA
1081
Tanglewood Legacy Advisors
Texas
$16.6K – – –
CYG
1082
Clean Yield Group
Vermont
$16.3K – – –
VCM
1083
Versant Capital Management
Arizona
$16.3K – – –
RA
1084
Rise Advisors
New York
$16.1K +$14.3K +155 +2,214%
SIS
1085
Sound Income Strategies
Florida
$16.1K -$277 -3 -2%
GKIM
1086
GW&K Investment Management
Massachusetts
$16K -$92 -1 -0.6%
TFGT
1087
TS Financial Group (TSFG)
Illinois
$16K – – –
WIA
1088
Wetzel Investment Advisors
Indiana
$15.7K +$185 +2 +1%
AFS
1089
Annapolis Financial Services
Maryland
$14.9K – – –
EDRH
1090
Edmond de Rothschild Holding
Switzerland
$14.9K – – –
FWA
1091
FSC Wealth Advisors
New York
$14.3K – – –
FMP
1092
Financial Management Professionals
Texas
$14K +$1.29K +14 +11%
CAC
1093
Core Alternative Capital
Georgia
$13.8K -$12.6K -136 -49%
CFD
1094
Creative Financial Designs
Indiana
$13.5K -$2.77K -30 -18%
NCTC
1095
New Covenant Trust Company
Indiana
$13.2K +$12.3K +133 New
TIM
1096
Tortoise Investment Management
New York
$12.4K – – –
PP
1097
PrairieView Partners
Minnesota
$12K – – –
MCM
1098
MidAtlantic Capital Management
Virginia
$11.9K – – –
SN
1099
Sittner & Nelson
Oregon
$11.7K – – –
RP
1100
Raelipskie Partnership
Ontario, Canada
$11.3K – – –
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