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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
626
Washington Trust
Rhode Island
$355K -$3.17K -43 -0.9%
GFA
627
Gifford Fong Associates
California
$353K – – –
SCA
628
Spearhead Capital Advisors
Florida
$353K +$368K +4,999 New
CCB
629
Country Club Bank
Missouri
$351K -$287K -3,901 -44%
FTDI
630
First Trust Direct Indexing
Massachusetts
$351K +$28.4K +385 +8%
CAG
631
Crestwood Advisors Group
Massachusetts
$349K -$25.7K -349 -7%
BST
632
Bath Savings Trust
Maine
$346K -$884 -12 -0.2%
SP
633
Symmetry Partners
Connecticut
$346K – – –
EWA
634
Exencial Wealth Advisors
Oklahoma
$345K -$810 -11 -0.2%
BL
635
Balentine LLC
Georgia
$345K +$11.9K +162 +3%
FHA
636
Flagship Harbor Advisors
Massachusetts
$344K -$150K -2,039 -30%
DCM
637
Donaldson Capital Management
Indiana
$344K -$28.5K -387 -7%
BTW
638
Boston Trust Walden
Massachusetts
$341K -$73.6K -999 -17%
CCA
639
Checchi Capital Advisers
California
$341K +$53.9K +732 +20%
S
640
SignatureFD
Georgia
$341K +$55.6K +755 +19%
CSPIA
641
Cary Street Partners Investment Advisory
Virginia
$340K +$355K +4,814 New
DHFB
642
Dixon Hubard Feinour & Brown
Virginia
$338K +$30.3K +412 +9%
BTWM
643
Baker Tilly Wealth Management
Wisconsin
$337K +$23.2K +315 +7%
MP
644
McDonald Partners
Ohio
$336K -$4.86K -66 -1%
MAM
645
Meeder Asset Management
Ohio
$336K +$77.7K +1,055 +28%
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$336K +$109K +1,486 +45%
KIA
647
KCM Investment Advisors
California
$335K -$23.9K -325 -6%
SYBT
648
Stock Yards Bank & Trust
Kentucky
$333K +$149K +2,022 +75%
SWM
649
SeaCrest Wealth Management
New York
$332K +$6.48K +88 +2%
BFA
650
Bragg Financial Advisors
North Carolina
$329K -$102K -1,385 -23%
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