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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1226
Prospera Financial Services
Texas
– -$11K -179 Closed
NIC
1227
Northwest Investment Counselors
Oregon
– -$9K -137 Closed
JWM
1228
Jeppson Wealth Management
California
– -$8K -127 Closed
CPW
1229
Catalyst Private Wealth
California
– -$6K -102 Closed
CLOS
1230
Compagnie Lombard Odier SCmA
Switzerland
– -$6.49K -100 Closed
EIM
1231
Essex Investment Management
Massachusetts
– -$6K -100 Closed
RG
1232
Retirement Group
California
– -$5.58K -86 -91%
NIM
1233
NuWave Investment Management
New Jersey
– -$4K -67 Closed
RA
1234
Rational Advisors
New York
– -$4K -67 Closed
HIIFS
1235
Harel Insurance Investments & Financial Services
Israel
– -$3K -55 Closed
CFO
1236
CVA Family Office
Colorado
– -$3K -54 Closed
BWM
1237
BNC Wealth Management
Oregon
– -$3K -53 Closed
SQA
1238
Simon Quick Advisors
New Jersey
– -$3K -42 Closed
PWM
1239
Provident Wealth Management
Tennessee
– -$2K -38 Closed
AWM
1240
Avior Wealth Management
Nebraska
– -$2.21K -34 -89%
CBT
1241
Central Bank & Trust
Kentucky
– -$2K -30 Closed
CG
1242
Cutler Group
California
– -$1.56K -24 Closed
CCM
1243
Chiron Capital Management
Florida
– -$1K -15 Closed
TWP
1244
TFO Wealth Partners
Ohio
– -$1K -12 Closed
SA
1245
SRH Advisors
Kansas
– -$1K -8 Closed
MFT
1246
Moisand Fitzgerald Tamayo
Florida
– +$259 +4 New
ADIM
1247
Alpha DNA Investment Management
Maryland
– +$584 +9 New
BA
1248
Bellwether Advisors
Nebraska
– +$908 +14 New
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