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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
1176
Signature Resources Capital Management
California
$1.88K – – –
GA
1177
GoalVest Advisory
New York
$1.79K +$1.66K +18 New
PCMC
1178
Planning Capital Management Corporation
Pennsylvania
$1.69K -$4.62K -50 -75%
VWA
1179
Valued Wealth Advisors
Utah
$1.69K – – –
SWC
1180
Spectrum Wealth Counsel
Indiana
$1.59K +$1.48K +16 New
DWM
1181
Dogwood Wealth Management
Kansas
$1.53K – – –
CCM
1182
Chilton Capital Management
Texas
$1.49K – – –
TCA
1183
Trifecta Capital Advisors
Illinois
$1.49K – – –
BWL
1184
Bogart Wealth LLC
Virginia
$1.39K -$4.71K -51 -78%
WPA
1185
West Paces Advisors
Georgia
$1.39K -$1.57K -17 -55%
ACA
1186
Atlas Capital Advisors
Wyoming
$1.39K -$125K -1,350 -99%
GWMI
1187
Guardian Wealth Management (Illinois)
Illinois
$1.25K – – –
GPFA
1188
Game Plan Financial Advisors
Ohio
$1.19K – – –
PWM
1189
Partnership Wealth Management
Maryland
$1.15K – – –
GTAM
1190
Global Trust Asset Management
Florida
$1.09K – – –
NL
1191
NVWM LLC
Pennsylvania
$993 +$924 +10 New
TWD
1192
True Wealth Design
Ohio
$894 -$2.22K -24 -73%
IHWM
1193
Iron Horse Wealth Management
Iowa
$893 +$832 +9 New
FG
1194
Fairman Group
Pennsylvania
$794 – – –
CAM
1195
ClariVest Asset Management
California
$599 – – –
JPWM
1196
Jamison Private Wealth Management
Georgia
$497 +$462 +5 New
DWA
1197
Delos Wealth Advisors
Texas
$199 -$277 -3 -60%
MIA
1198
MeadowBrook Investment Advisors
Michigan
$199 – – –
PA
1199
PSI Advisors
Florida
$199 – – –
TWP
1200
TFO Wealth Partners
Ohio
$199 – – –
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