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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
Tradewinds Capital Management
Washington
$2K +$2.18K +42 New
RG
1102
Retirement Group
California
$2K +$2.23K +43 New
HWM
1103
Holloway Wealth Management
Florida
$1K – – –
TFA
1104
Transamerica Financial Advisors
Florida
$1K +$52 +1 New
AW
1105
Avion Wealth
Texas
$1K +$518 +10 New
HWM
1106
HighMark Wealth Management
Minnesota
$1K +$518 +10 New
LAS
1107
Lloyd Advisory Services
Georgia
$1K +$518 +10 New
GTAM
1108
Global Trust Asset Management
Florida
$1K +$570 +11 New
FAM
1109
Fred Alger Management
New York
$1K +$674 +13 New
BWL
1110
Bogart Wealth LLC
Virginia
$1K +$725 +14 New
EWA
1111
Evolution Wealth Advisors
Florida
$1K +$725 +14 New
WLPWM
1112
Walled Lake Planning & Wealth Management
Illinois
$1K +$725 +14 New
CCA
1113
Column Capital Advisors
Indiana
$1K +$1.04K +20 New
TCM
1114
TD Capital Management
Tennessee
$1K +$1.04K +20 New
WB
1115
West Bancorporation
Iowa
$1K +$1.04K +20 New
FEG
1116
Financial Enhancement Group
Indiana
$1K +$1.19K +23 New
OAJ
1117
Ogorek Anthony Joseph
New York
$1K +$1.19K +23 New
BCM
1118
Bourgeon Capital Management
Connecticut
$1K +$1.29K +25 New
PCFFS
1119
Pacific Center for Financial Services
California
$1K +$1.29K +25 New
AWM
1120
Avior Wealth Management
Nebraska
$1K +$1.5K +29 New
FCH
1121
Freestone Capital Holdings
Washington
$227 +$207K +4,001 New
NA
1122
Nottingham Advisors
New York
$210 +$192K +3,701 New
TI
1123
tru Independence
Oregon
$106 +$96.3K +1,859 New
WIM
1124
Westside Investment Management
California
$22 +$20.6K +398 New
TF
1125
TimeScale Financial
Massachusetts
– +$104 +2 New
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