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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
676
Jump Financial
Illinois
$331K +$324K +5,300 New
KWM
677
Kingsview Wealth Management
Oregon
$329K -$65.6K -1,072 -17%
FA
678
FDx Advisors
Illinois
$329K -$13.7K -224 -4%
PCM
679
Pointe Capital Management
Michigan
$329K – – –
AA
680
Ancora Advisors
Ohio
$328K -$93.1K -1,522 -22%
ATC
681
Adirondack Trust Company
New York
$328K -$55.6K -909 -15%
NAM
682
NTV Asset Management
West Virginia
$328K -$40.7K -666 -11%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$327K -$12.7K -208 -4%
UA
684
Unison Advisors
District of Columbia
$327K – – –
NIM
685
Northeast Investment Management
Massachusetts
$326K -$212K -3,465 -40%
PFSC
686
Peoples Financial Services Corp
Pennsylvania
$325K – – –
SO
687
STRS Ohio
Ohio
$325K – – –
RWA
688
River Wealth Advisors
Pennsylvania
$324K +$33.8K +552 +12%
KCMRT
689
Kemper Corp Master Retirement Trust
Illinois
$323K – – –
CAG
690
Csenge Advisory Group
Florida
$321K +$307K +5,024 New
IA
691
IFG Advisory
Georgia
$320K -$7.16K -117 -2%
CSM
692
CAMG Solamere Management
North Carolina
$315K -$7.65K -125 -2%
RGC
693
Roberts, Glore & Co
Illinois
$314K +$308K +5,037 New
GFS
694
GYL Financial Synergies
Connecticut
$313K -$9.6K -157 -3%
GFA
695
Gifford Fong Associates
California
$312K – – –
FLPIM
696
F.L. Putnam Investment Management
Massachusetts
$311K -$18.2K -297 -6%
SFFS
697
Stonehage Fleming Financial Services
Jersey
$309K +$183K +2,985 +151%
NA
698
NewEdge Advisors
Louisiana
$307K -$105K -1,723 -26%
ACM
699
Azimuth Capital Management
Michigan
$307K -$82.1K -1,343 -21%
QI
700
QS Investors
New York
$304K -$4.28K -70 -1%
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