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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
601
Fulton Bank
Pennsylvania
$353K +$26.2K +358 +7%
OPPTF
602
OPSEU Pension Plan Trust Fund
Ontario, Canada
$351K -$4.68K -64 -1%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$350K -$14.1K -193 -3%
HWM
604
HB Wealth Management
Georgia
$350K +$26.8K +366 +7%
CC
605
Courier Capital
New York
$348K – – –
CT
606
Cambridge Trust
Massachusetts
$341K +$8.63K +118 +2%
LNC
607
Lincoln National Corp
Pennsylvania
$338K -$20.3K -277 -5%
LC
608
Lindbrook Capital
California
$338K +$658 +9 +0.2%
SCA
609
Spearhead Capital Advisors
Florida
$338K +$21.6K +295 +6%
GC
610
Grimes & Company
Massachusetts
$336K -$951 -13 -0.2%
MYIA
611
Mount Yale Investment Advisors
Colorado
$336K +$1.39K +19 +0.4%
CFG
612
Cooper Financial Group
California
$336K +$50.4K +689 +15%
FCH
613
Freestone Capital Holdings
Washington
$334K -$8.71K -119 -2%
DAC
614
Dividend Assets Capital
South Carolina
$334K – – –
JWCA
615
J.W. Cole Advisors
Florida
$333K +$12.1K +166 +3%
MAM
616
Meeder Asset Management
Ohio
$333K +$33.2K +454 +10%
BSA
617
Bull Street Advisors
Georgia
$332K – – –
CI
618
Cigna Investments
Connecticut
$331K -$19.5K -267 -5%
BHWM
619
Bar Harbor Wealth Management
New Hampshire
$331K – – –
LI
620
Lafayette Investments
Maryland
$330K +$3K +41 +0.8%
P
621
Pitcairn
Pennsylvania
$329K -$5.71K -78 -1%
CCB
622
Country Club Bank
Missouri
$328K +$3.88K +53 +1%
GCM
623
Graham Capital Management
Connecticut
$328K +$377K +5,156 New
JAG
624
Journey Advisory Group
Kentucky
$327K -$49.2K -672 -12%
FG
625
Fiduciary Group
Georgia
$327K -$17.4K -238 -5%
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25
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