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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
651
Transform Wealth
Colorado
$382K -$523 -8 -0.1%
PA
652
Profund Advisors
Maryland
$382K +$1.7K +26 +0.5%
BOTW
653
Bank of the West
California
$380K -$6.86K -105 -2%
BST
654
Bath Savings Trust
Maine
$378K -$40.8K -624 -10%
FHA
655
Flagship Harbor Advisors
Massachusetts
$378K -$9.61K -147 -3%
BTW
656
Boston Trust Walden
Massachusetts
$375K -$3.27K -50 -0.9%
CFO
657
Collective Family Office
Pennsylvania
$375K +$26.6K +407 +8%
EWA
658
Exencial Wealth Advisors
Oklahoma
$373K -$30.8K -471 -8%
SP
659
Symmetry Partners
Connecticut
$373K -$23.7K -363 -6%
OQS
660
Occudo Quantitative Strategies
Florida
$372K -$1.38M -21,061 -80%
CAM
661
Columbia Asset Management
Michigan
$369K -$12.2K -187 -3%
WIA
662
Wealthstreet Investment Advisors
Texas
$366K -$26.1K -400 -7%
BSA
663
Bull Street Advisors
Georgia
$362K +$2.68K +41 +0.8%
LRPA
664
L. Roy Papp & Associates
Arizona
$361K -$306K -4,674 -47%
MC
665
Moors & Cabot
Massachusetts
$361K -$125K -1,908 -26%
UA
666
Unison Advisors
District of Columbia
$359K – – –
FM
667
Foster & Motley
Ohio
$358K -$2.75K -42 -0.8%
BFM
668
Boston Financial Management
Massachusetts
$357K -$34.3K -524 -9%
UB
669
UMB Bank
Missouri
$355K -$21K -321 -6%
AIA
670
Avalon Investment & Advisory
Texas
$353K +$9.87K +151 +3%
WSTAM
671
Wilbanks Smith & Thomas Asset Management
Virginia
$352K +$45.2K +691 +16%
PIM
672
Penobscot Investment Management
Massachusetts
$351K -$366K -5,604 -52%
HAG
673
HighPoint Advisor Group
Illinois
$350K -$2.75K -42 -0.8%
KTC
674
Kistler-Tiffany Companies
Pennsylvania
$350K +$55.6K +850 +20%
KWM
675
Kingsview Wealth Management
Oregon
$347K -$12.2K -187 -4%
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