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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1076
Covestor
United Kingdom
$22K -$85.2K -850 -78%
SWM
1077
Sugarloaf Wealth Management
Georgia
$21.8K – – –
CPBTD
1078
Central Pacific Bank - Trust Division
Hawaii
$21.8K – – –
CBT
1079
Crews Bank & Trust
Florida
$21.8K +$23.6K +235 New
NFSG
1080
Newbridge Financial Services Group
Florida
$21.6K +$1.3K +13 +6%
WBC
1081
West Branch Capital
Massachusetts
$21.5K – – –
BCPWM
1082
Bradley & Co Private Wealth Management
Florida
$21.3K +$23.1K +230 New
DSC
1083
Duncker Streett & Co
Missouri
$21.1K -$6.72K -67 -23%
DIP
1084
DT Investment Partners
Pennsylvania
$21K – – –
WA
1085
Whipplewood Advisors
Colorado
$20.2K +$21.9K +218 New
PWA
1086
Physician Wealth Advisors
Utah
$19.9K +$21.6K +215 New
B
1087
Birchbrook
Maine
$19.6K – – –
RAM
1088
Riggs Asset Management
Pennsylvania
$19.1K – – –
GKIM
1089
GW&K Investment Management
Massachusetts
$19K +$401 +4 +2%
HCP
1090
Hexagon Capital Partners
Arkansas
$19K +$702 +7 +4%
OW
1091
Olistico Wealth
Oklahoma
$18.6K – – –
BC
1092
Barrett & Company
Rhode Island
$18.5K – – –
RTL
1093
Red Tortoise LLC
Georgia
$18.3K – – –
CP
1094
Castleview Partners
Texas
$18.3K +$100 +1 +0.5%
EPAM
1095
Evelyn Partners Asset Management
$17.8K +$19.3K +192 New
BFPW
1096
BOK Financial Private Wealth
Colorado
$17.4K +$8.82K +88 +88%
VNA
1097
Valley National Advisers
Pennsylvania
$17K +$16.9K +169 +845%
AAG
1098
Accordant Advisory Group
Maryland
$16.8K – – –
FP
1099
Financial Perspectives
Minnesota
$16.7K – – –
NRG
1100
Nemes Rush Group
Michigan
$16.6K – – –
42 43
44
45 46