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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1226
Pinney & Scofield
Massachusetts
$2.71K – – –
IHWM
1227
Iron Horse Wealth Management
Iowa
$2.67K – – –
MFT
1228
Moisand Fitzgerald Tamayo
Florida
$2.67K – – –
PP
1229
PFS Partners
New Jersey
$2.64K – – –
RPA
1230
Redwood Park Advisors
California
$2.58K – – –
KG
1231
Kilter Group
New York
$2.58K +$2.51K +26 New
PCFFS
1232
Pacific Center for Financial Services
California
$2.48K – – –
AP
1233
Aspect Partners
Virginia
$2.48K +$483 +5 +25%
CCMI
1234
Creative Capital Management Investments
California
$2.38K – – –
BGA
1235
Battery Global Advisors
Massachusetts
$2.18K – – –
HFS
1236
Hughes Financial Services
Virginia
$2.17K -$2.32K -24 -49%
FMP
1237
Financial Management Professionals
Texas
$2.08K – – –
SRCM
1238
Signature Resources Capital Management
California
$2.08K – – –
NWM
1239
Navigoe Wealth Management
California
$2K – – –
API
1240
Asset Planning Inc
California
$1.98K – – –
CWP
1241
Clark Wealth Partners
Illinois
$1.98K – – –
EWA
1242
EQ Wealth Advisors
Texas
$1.98K – – –
RWA
1243
Redmont Wealth Advisors
Illinois
$1.88K – – –
PWA
1244
Principia Wealth Advisory
Texas
$1.88K +$483 +5 +36%
BHWM
1245
Bay Harbor Wealth Management
Maryland
$1.78K +$772 +8 +80%
VWA
1246
Valued Wealth Advisors
Utah
$1.68K – – –
DWM
1247
Dogwood Wealth Management
Kansas
$1.57K -$2.7K -28 -64%
TCA
1248
Trifecta Capital Advisors
Illinois
$1.49K – – –
BHWM
1249
Beaird Harris Wealth Management
Texas
$1.45K +$1.45K +15 New
BWL
1250
Bogart Wealth LLC
Virginia
$1.39K – – –
48 49
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