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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$473K -$43.5K -516 -9%
AM
602
AGF Management
Ontario, Canada
$467K -$27.1K -322 -6%
GC
603
Grimes & Company
Massachusetts
$465K +$168 +2 +0%
AMIM
604
Aull & Monroe Investment Management
Alabama
$462K -$1.01K -12 -0.2%
LC
605
Lindbrook Capital
California
$461K -$16.3K -193 -4%
BSA
606
Bull Street Advisors
Georgia
$461K -$1.43K -17 -0.3%
SOW
607
State of Wyoming
Wyoming
$461K +$120K +1,425 +38%
MPW
608
Monterey Private Wealth
California
$458K -$43.9K -521 -9%
DA
609
Dover Advisors
Virginia
$454K – – –
SJL
610
Shayne & Jacobs LLC
Tennessee
$453K – – –
CT
611
Caldwell Trust
Florida
$449K -$5.48K -65 -1%
CI
612
Cigna Investments
Connecticut
$448K – – –
CT
613
Cambridge Trust
Massachusetts
$447K -$5.39K -64 -1%
KWM
614
Kingsview Wealth Management
Oregon
$445K +$11K +131 +3%
GFA
615
Gifford Fong Associates
California
$445K – – –
SOS
616
Silver Oak Securities
Tennessee
$445K +$421K +4,999 New
CIA
617
Choate Investment Advisors
Massachusetts
$445K -$1.94K -23 -0.5%
1SB
618
1ST Source Bank
Indiana
$445K +$1.35K +16 +0.3%
DI
619
DFPG Investments
Utah
$442K +$26.7K +317 +7%
CCA
620
Checchi Capital Advisers
California
$439K +$26.8K +318 +7%
TCM
621
Telos Capital Management
California
$439K -$922K -10,945 -69%
SP
622
Symmetry Partners
Connecticut
$435K – – –
CA
623
Clearstead Advisors
Ohio
$432K +$83.5K +991 +26%
TBA
624
Tower Bridge Advisors
Pennsylvania
$432K -$144K -1,707 -26%
EM
625
Excalibur Management
Massachusetts
$429K -$14.5K -172 -3%
23 24
25
26 27