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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
651
Fulton Bank
Pennsylvania
$386K +$107K +1,633 +41%
SCM
652
Stevens Capital Management
Pennsylvania
$385K +$368K +5,622 New
VVP
653
Venture Visionary Partners
Ohio
$384K +$33.7K +516 +10%
SFS
654
Sowell Financial Services
Arkansas
$383K -$65 -1 -0%
TW
655
Transform Wealth
Colorado
$382K -$523 -8 -0.1%
PA
656
Profund Advisors
Maryland
$382K +$1.7K +26 +0.5%
BOTW
657
Bank of the West
California
$380K -$6.86K -105 -2%
BST
658
Bath Savings Trust
Maine
$378K -$40.8K -624 -10%
FHA
659
Flagship Harbor Advisors
Massachusetts
$378K -$9.61K -147 -3%
DHFB
660
Dixon Hubard Feinour & Brown
Virginia
$375K -$7.84K -120 -2%
BTW
661
Boston Trust Walden
Massachusetts
$375K -$3.27K -50 -0.9%
CFO
662
Collective Family Office
Pennsylvania
$375K +$26.6K +407 +8%
EWA
663
Exencial Wealth Advisors
Oklahoma
$373K -$30.8K -471 -8%
SP
664
Symmetry Partners
Connecticut
$373K -$23.7K -363 -6%
OQS
665
Occudo Quantitative Strategies
Florida
$372K -$1.38M -21,061 -80%
CAM
666
Columbia Asset Management
Michigan
$369K -$12.2K -187 -3%
WIA
667
Wealthstreet Investment Advisors
Texas
$366K -$26.1K -400 -7%
BSA
668
Bull Street Advisors
Georgia
$362K +$2.68K +41 +0.8%
LRPA
669
L. Roy Papp & Associates
Arizona
$361K -$306K -4,674 -47%
MC
670
Moors & Cabot
Massachusetts
$361K -$125K -1,908 -26%
UA
671
Unison Advisors
District of Columbia
$359K – – –
FM
672
Foster & Motley
Ohio
$358K -$2.75K -42 -0.8%
BFM
673
Boston Financial Management
Massachusetts
$357K -$34.3K -524 -9%
UB
674
UMB Bank
Missouri
$355K -$21K -321 -6%
AIA
675
Avalon Investment & Advisory
Texas
$353K +$9.87K +151 +3%
25 26
27
28 29