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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1101
Edmond de Rothschild Holding
Switzerland
$11.6K – – –
WA
1102
Walsh & Associates
Florida
$11.6K – – –
MAM
1103
Meeder Asset Management
Ohio
$11.2K -$3.41K -39 -21%
TPWA
1104
Twin Peaks Wealth Advisors
California
$11.1K +$12.6K +144 New
CT
1105
Coastline Trust
Rhode Island
$10.9K +$4.55K +52 +58%
CB
1106
CNB Bank
Pennsylvania
$10.9K – – –
FFA
1107
Frazier Financial Advisors
Ohio
$10.8K – – –
SWM
1108
SHP Wealth Management
Massachusetts
$10.7K +$3.41K +39 +39%
AAG
1109
Armstrong Advisory Group
Massachusetts
$10.6K – – –
TGY2IT
1110
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$10.6K +$12K +137 New
FCT
1111
First Community Trust
Iowa
$10.5K -$26.2K -300 -69%
CYG
1112
Clean Yield Group
Vermont
$10.3K – – –
WAG
1113
Wilkerson Advisory Group
Missouri
$10.1K +$4.64K +53 +68%
JWM
1114
JPL Wealth Management
Colorado
$9.94K +$11.3K +129 New
SIC
1115
SJS Investment Consulting
Ohio
$9.87K -$22.6K -258 -67%
PMFA
1116
Plante Moran Financial Advisors
Michigan
$9.78K -$9.62K -110 -46%
WA
1117
Whipplewood Advisors
Colorado
$9.48K +$10.8K +123 New
CCM
1118
Chilton Capital Management
Texas
$9.17K -$5.25K -60 -34%
SN
1119
Sittner & Nelson
Oregon
$9.1K – – –
TSMHT
1120
Thurston Springer Miller Herd & Titak
Indiana
$8.98K -$5.34K -61 -34%
DCM
1121
Dorato Capital Management
Colorado
$8.75K – – –
CFS
1122
CGC Financial Services
Oregon
$8.48K – – –
MHR
1123
Matthew Hamilton Rosenberg
$8.25K – – –
SR
1124
Swiss Re
Switzerland
$8.02K – – –
CFG
1125
CKW Financial Group
Hawaii
$8K +$87 +1 +1%
43 44
45
46 47