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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
1101
Grant Street Asset Management
Pennsylvania
$6K +$6.1K +94 New
KC
1102
Kinloch Capital
Virginia
$6K +$6.23K +96 New
GWMIA
1103
Global Wealth Management Investment Advisory
Florida
$5K -$1.95K -30 -29%
BAM
1104
Barrett Asset Management
New York
$5K – – –
DI
1105
Disciplined Investments
Oklahoma
$5K – – –
MF
1106
Manchester Financial
California
$5K – – –
MAWCM
1107
Mine & Arao Wealth Creation & Management
California
$5K – – –
TFA
1108
Toth Financial Advisory
Virginia
$5K – – –
TC
1109
Trust Company
Kansas
$5K +$973 +15 +28%
LS
1110
Leelyn Smith
Illinois
$4K -$33K -508 -90%
CFD
1111
Creative Financial Designs
Indiana
$4K – – –
RBC
1112
Roble Belko & Company
Pennsylvania
$4K – – –
PCA
1113
Providence Capital Advisors
North Carolina
$4K +$3.5K +54 New
RPWA
1114
Regent Peak Wealth Advisors
Georgia
$4K +$3.63K +56 New
WWM
1115
Wolff Wiese Magana
California
$4K +$3.63K +56 New
ST
1116
Sageworth Trust
Pennsylvania
$4K +$3.7K +57 New
CWM
1117
Curi Wealth Management
North Carolina
$4K +$3.96K +61 New
TWM
1118
Tradition Wealth Management
Minnesota
$4K +$4.15K +64 New
AJ
1119
Ashburton (Jersey)
Jersey
$3K – – –
CT
1120
Clearstead Trust
Maine
$3K – – –
IBOK
1121
Independence Bank of Kentucky
Kentucky
$3K – – –
LF
1122
Lee Financial
Texas
$3K – – –
TCM
1123
Tradewinds Capital Management
Washington
$3K – – –
LWP
1124
Laurel Wealth Planning
Minnesota
$3K +$2.79K +43 New
GFPC
1125
Global Financial Private Client
Florida
$2.5K – – –
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