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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
626
TCV Trust & Wealth Management
Virginia
$326K -$53K -725 -12%
EM
627
Excalibur Management
Massachusetts
$321K -$3.58K -49 -1%
1SB
628
1ST Source Bank
Indiana
$319K -$32K -437 -8%
GFA
629
Gifford Fong Associates
California
$319K – – –
TAM
630
Tucker Asset Management
Colorado
$318K -$4.61K -63 -1%
BFM
631
Boothbay Fund Management
New York
$318K +$364K +4,982 New
WWM
632
Western Wealth Management
Colorado
$316K -$103K -1,407 -22%
BST
633
Bath Savings Trust
Maine
$316K +$4.97K +68 +1%
WS
634
Wedbush Securities
California
$315K -$12.8K -175 -3%
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
$315K +$9.22K +126 +3%
CIA
636
Choate Investment Advisors
Massachusetts
$314K -$15.9K -217 -4%
FTDI
637
First Trust Direct Indexing
Massachusetts
$313K -$4.32K -59 -1%
SP
638
Symmetry Partners
Connecticut
$312K – – –
EWA
639
Exencial Wealth Advisors
Oklahoma
$310K -$1.83K -25 -0.5%
CCT
640
Chemung Canal Trust
New York
$309K +$20K +274 +6%
S
641
SignatureFD
Georgia
$308K +$658 +9 +0.2%
CHC
642
City Holding Co
West Virginia
$307K -$40.7K -556 -10%
SWM
643
SeaCrest Wealth Management
New York
$307K +$8.27K +113 +2%
BTWM
644
Baker Tilly Wealth Management
Wisconsin
$302K -$2.34K -32 -0.7%
IIA
645
ICW Investment Advisors
Arizona
$302K +$9.44K +129 +3%
CCA
646
Checchi Capital Advisers
California
$302K +$27K +369 +8%
TWC
647
TD Waterhouse Canada
Ontario, Canada
$302K -$47K -642 -12%
SYBT
648
Stock Yards Bank & Trust
Kentucky
$301K – – –
FM
649
Foster & Motley
Ohio
$299K -$29.3K -401 -8%
SPC
650
Sigma Planning Corp
Michigan
$297K -$121K -1,657 -26%
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