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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$331K – – –
LI
627
Lafayette Investments
Maryland
$330K +$3K +41 +0.8%
P
628
Pitcairn
Pennsylvania
$329K -$5.71K -78 -1%
CCB
629
Country Club Bank
Missouri
$328K +$3.88K +53 +1%
GCM
630
Graham Capital Management
Connecticut
$328K +$377K +5,156 New
JAG
631
Journey Advisory Group
Kentucky
$327K -$49.2K -672 -12%
FG
632
Fiduciary Group
Georgia
$327K -$17.4K -238 -5%
TTWM
633
TCV Trust & Wealth Management
Virginia
$326K -$53K -725 -12%
EM
634
Excalibur Management
Massachusetts
$321K -$3.58K -49 -1%
1SB
635
1ST Source Bank
Indiana
$319K -$32K -437 -8%
GFA
636
Gifford Fong Associates
California
$319K – – –
TAM
637
Tucker Asset Management
Colorado
$318K -$4.61K -63 -1%
BFM
638
Boothbay Fund Management
New York
$318K +$364K +4,982 New
WWM
639
Western Wealth Management
Colorado
$316K -$103K -1,407 -22%
BST
640
Bath Savings Trust
Maine
$316K +$4.97K +68 +1%
WS
641
Wedbush Securities
California
$315K -$12.8K -175 -3%
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
$315K +$9.22K +126 +3%
CIA
643
Choate Investment Advisors
Massachusetts
$314K -$15.9K -217 -4%
FTDI
644
First Trust Direct Indexing
Massachusetts
$313K -$4.32K -59 -1%
SP
645
Symmetry Partners
Connecticut
$312K – – –
EWA
646
Exencial Wealth Advisors
Oklahoma
$310K -$1.83K -25 -0.5%
CCT
647
Chemung Canal Trust
New York
$309K +$20K +274 +6%
S
648
SignatureFD
Georgia
$308K +$658 +9 +0.2%
CHC
649
City Holding Co
West Virginia
$307K -$40.7K -556 -10%
SWM
650
SeaCrest Wealth Management
New York
$307K +$8.27K +113 +2%
24 25
26
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