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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1076
Cedar Mountain Advisors
Oregon
$17.1K – – –
WOC
1077
West Oak Capital
California
$17K – – –
MA
1078
MCF Advisors
Kentucky
$17K – – –
TLA
1079
Tanglewood Legacy Advisors
Texas
$16.6K – – –
CYG
1080
Clean Yield Group
Vermont
$16.3K – – –
VCM
1081
Versant Capital Management
Arizona
$16.3K – – –
RA
1082
Rise Advisors
New York
$16.1K +$14.3K +155 +2,214%
SIS
1083
Sound Income Strategies
Florida
$16.1K -$277 -3 -2%
GKIM
1084
GW&K Investment Management
Massachusetts
$16K -$92 -1 -0.6%
TFGT
1085
TS Financial Group (TSFG)
Illinois
$16K – – –
WIA
1086
Wetzel Investment Advisors
Indiana
$15.7K +$185 +2 +1%
AFS
1087
Annapolis Financial Services
Maryland
$14.9K – – –
EDRH
1088
Edmond de Rothschild Holding
Switzerland
$14.9K – – –
FWA
1089
FSC Wealth Advisors
New York
$14.3K – – –
FMP
1090
Financial Management Professionals
Texas
$14K +$1.29K +14 +11%
CAC
1091
Core Alternative Capital
Georgia
$13.8K -$12.6K -136 -49%
CFD
1092
Creative Financial Designs
Indiana
$13.5K -$2.77K -30 -18%
NCTC
1093
New Covenant Trust Company
Indiana
$13.2K +$12.3K +133 New
TIM
1094
Tortoise Investment Management
New York
$12.4K – – –
PP
1095
PrairieView Partners
Minnesota
$12K – – –
MCM
1096
MidAtlantic Capital Management
Virginia
$11.9K – – –
SN
1097
Sittner & Nelson
Oregon
$11.7K – – –
RP
1098
Raelipskie Partnership
Ontario, Canada
$11.3K – – –
CFS
1099
CGC Financial Services
Oregon
$10.9K – – –
S
1100
Sachetta
Massachusetts
$10.8K – – –
42 43
44
45 46