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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
651
EP Wealth Advisors
California
$444K +$4.62K +50 +1%
AF
652
Allworth Financial
California
$443K +$41.9K +453 +11%
SW
653
SVB Wealth
Massachusetts
$442K -$26.1K -282 -6%
RCM
654
Radnor Capital Management
Pennsylvania
$441K +$187K +2,024 +84%
EWA
655
Exencial Wealth Advisors
Oklahoma
$441K -$1.94K -21 -0.5%
WSFS
656
Wilmington Savings Fund Society
Delaware
$441K +$411K +4,442 New
PP
657
Paloma Partners
Connecticut
$441K -$126K -1,359 -23%
FC
658
Forte Capital
New York
$440K -$102K -1,100 -20%
BF
659
BOK Financial
Oklahoma
$436K +$647 +7 +0.2%
WANY
660
Wealthspire Advisors (New York)
New York
$436K -$1.29K -14 -0.3%
SFI
661
Siemens Fonds Invest
Germany
$430K -$22.6K -245 -5%
PCM
662
Pointe Capital Management
Michigan
$429K – – –
WBC
663
Westpac Banking Corp
Australia
$427K -$5.27K -57 -1%
SACTSONJ
664
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$427K – – –
DMC
665
Drexel Morgan & Co
Pennsylvania
$426K – – –
CI
666
Cigna Investments
Connecticut
$425K – – –
DA
667
Dover Advisors
Virginia
$423K +$32.3K +350 +9%
WPW
668
Waldron Private Wealth
Pennsylvania
$423K +$3.7K +40 +0.9%
EHC
669
Everett Harris & Co
California
$419K – – –
BTW
670
Boston Trust Walden
Massachusetts
$417K – – –
TAM
671
Tucker Asset Management
Colorado
$415K – – –
TPI
672
Trust Point Inc
Wisconsin
$413K -$89.6K -969 -19%
SCM
673
Schnieders Capital Management
California
$411K – – –
SWM
674
Shakespeare Wealth Management
Wisconsin
$411K – – –
CA
675
Clearstead Advisors
Ohio
$408K -$27.2K -294 -7%
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