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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Mascoma Wealth Management
New Hampshire
– -$100K -1,455 Closed
APWM
1202
Atlas Private Wealth Management
New York
– -$75K -1,094 Closed
GC
1203
Grace Capital
Massachusetts
– -$68K -1,000 Closed
KFA
1204
Kelleher Financial Advisors
New York
– -$55K -800 Closed
MWP
1205
Meridian Wealth Partners
Pennsylvania
– -$51K -744 Closed
IAIM
1206
International Assets Investment Management
Florida
– -$41K -612 Closed
FP
1207
Fiduciary Planning
Florida
– -$34K -500 Closed
LTI
1208
Laffer Tengler Investments
Tennessee
– -$22.9K -335 Closed
AIM
1209
Arcadia Investment Management
Michigan
– -$17K -250 Closed
CL
1210
COWA LLC
Oklahoma
– -$16K -230 Closed
CAC
1211
Certified Advisory Corp
Florida
– -$15K -213 Closed
CIA
1212
Cascade Investment Advisors
Oregon
– -$14.1K -206 Closed
RWB
1213
RMR Wealth Builders
New Jersey
– -$13K -187 Closed
NEAM
1214
New England Asset Management
Connecticut
– -$9K -133 Closed
CG
1215
Cutler Group
California
– -$9.54K -124 Closed
NIC
1216
Northwest Investment Counselors
Oregon
– -$8K -124 Closed
BAMG
1217
Brand Asset Management Group
Missouri
– -$5K -75 Closed
MF
1218
Manchester Financial
California
– -$5K -70 Closed
PCA
1219
Providence Capital Advisors
North Carolina
– -$4K -54 Closed
AWC
1220
Abundance Wealth Counselors
Pennsylvania
– -$3K -50 Closed
GAM
1221
Grandview Asset Management
Pennsylvania
– -$3K -50 Closed
LF
1222
Lee Financial
Texas
– -$3K -50 Closed
MAM
1223
Marquette Asset Management
Minnesota
– -$3K -50 Closed
LWP
1224
Laurel Wealth Planning
Minnesota
– -$3K -43 Closed
WP
1225
WealthShield Partners
North Carolina
– -$2K -25 Closed