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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1301
Goodman Advisory Group
Massachusetts
– -$131K -1,265 Closed
MAM
1302
Morse Asset Management
Connecticut
– -$130K -1,250 Closed
AA
1303
Alta Advisers
United Kingdom
– -$125K -1,200 Closed
UCI
1304
Uncommon Cents Investing
Wisconsin
– -$102K -978 Closed
BWP
1305
Baldwin Wealth Partners
Massachusetts
– -$86.7K -834 Closed
JFGIW
1306
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$75.8K -729 Closed
IIM
1307
Intact Investment Management
Quebec, Canada
– -$71.7K -690 Closed
CA
1308
Claris Advisors
Missouri
– -$42.3K -407 Closed
ACM
1309
Accent Capital Management
Ohio
– -$41.6K -400 Closed
BIC
1310
Beach Investment Counsel
Pennsylvania
– -$42K -400 Closed
FAM
1311
Flaharty Asset Management
Florida
– -$38.6K -372 Closed
CPA
1312
Capital Performance Advisors
California
– -$34.4K -331 Closed
GSEP
1313
Golden State Equity Partners
California
– -$30.7K -295 Closed
JPWM
1314
Jamison Private Wealth Management
Georgia
– -$30.2K -291 Closed
ATS
1315
Ashton Thomas Securities
New York
– -$29.2K -281 Closed
OPTFSNA
1316
Old Point Trust & Financial Services N A
Virginia
– -$26K -250 Closed
NS
1317
NBC Securities
Alabama
– -$25K -248 Closed
HGA
1318
Hobbs Group Advisors
South Carolina
– -$21.1K -203 Closed
PS
1319
Planned Solutions
California
– -$19.3K -186 Closed
NFA
1320
Northwest Financial Advisors
Virginia
– -$18.8K -181 Closed
HGERS
1321
Householder Group Estate & Retirement Specialist
Arizona
– -$11K -107 Closed
TCG
1322
Transcendent Capital Group
Oklahoma
– -$11K -106 Closed
APC
1323
Aspire Private Capital
North Carolina
– -$8.94K -86 Closed
TIM
1324
Thompson Investment Management
Wisconsin
– -$6.96K -67 Closed
GJWM
1325
Gilliland Jeter Wealth Management
Arkansas
– -$5.41K -52 Closed