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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1126
Bogart Wealth LLC
Virginia
$5.79K +$4.24K +51 +364%
CAM
1127
Creekmur Asset Management
Illinois
$5.65K +$5.24K +63 New
SR
1128
Syntax Research
Florida
$5.28K – – –
GFL
1129
Granite FO LLC
New Hampshire
$5.1K – – –
HIIFS
1130
Harel Insurance Investments & Financial Services
Israel
$5K – – –
TVWM
1131
Tower View Wealth Management
Wisconsin
$5K – – –
VNA
1132
Valley National Advisers
Pennsylvania
$5K +$3.74K +45 +225%
FWM
1133
FSA Wealth Management
Massachusetts
$5K +$4.74K +57 New
FFO
1134
Fortitude Family Office
Arizona
$4.92K +$4.57K +55 New
GJIA
1135
Glass Jacobson Investment Advisors
Maryland
$4.9K – – –
SS
1136
Sunbelt Securities
Texas
$4.65K – – –
RL
1137
Rogco LP
Oklahoma
$4.47K – – –
LAM
1138
Lummis Asset Management
Texas
$4.47K +$4.16K +50 New
PFSC
1139
Peoples Financial Services Corp
Pennsylvania
$4.47K -$229K -2,750 -98%
PWMG
1140
Provence Wealth Management Group
California
$4.29K – – –
HI
1141
Hoey Investments
Pennsylvania
$4.12K – – –
TFA
1142
Toth Financial Advisory
Virginia
$4.03K – – –
ME
1143
McIlrath & Eck
Washington
$4.03K – – –
AW
1144
Avion Wealth
Texas
$4K +$2.66K +32 +178%
SWA
1145
SOA Wealth Advisors
New York
$3.58K – – –
CWM
1146
Cranbrook Wealth Management
Michigan
$3.31K +$3.08K +37 New
RCM
1147
Raleigh Capital Management
North Carolina
$3.13K +$2.91K +35 New
TWD
1148
True Wealth Design
Ohio
$2.95K – – –
WPA
1149
West Paces Advisors
Georgia
$2.77K +$1.41K +17 +121%
DFA
1150
DHJJ Financial Advisors
Illinois
$2.6K – – –
44 45
46
47 48