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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
676
Compton Capital Management
Rhode Island
$350K -$63.3K -975 -16%
DHFB
677
Dixon Hubard Feinour & Brown
Virginia
$349K – – –
MIH
678
Meitav Investment House
Israel
$349K – – –
JWCA
679
J.W. Cole Advisors
Florida
$347K -$368K -5,679 -53%
BB
680
Berkshire Bank
Massachusetts
$347K -$17.1K -264 -5%
VVP
681
Venture Visionary Partners
Ohio
$344K +$331K +5,106 New
FCCM
682
First City Capital Management
Georgia
$342K -$384K -5,918 -52%
BPA
683
Beacon Pointe Advisors
California
$342K +$68.5K +1,056 +27%
CFO
684
Collective Family Office
Pennsylvania
$342K +$329K +5,069 New
FTDI
685
First Trust Direct Indexing
Massachusetts
$341K +$327K +5,044 New
GFS
686
GYL Financial Synergies
Connecticut
$340K +$1.56K +24 +0.5%
AIA
687
Avalon Investment & Advisory
Texas
$338K -$142K -2,189 -30%
RGC
688
Roberts, Glore & Co
Illinois
$338K -$1.23K -19 -0.4%
GFA
689
Gifford Fong Associates
California
$338K – – –
WCM
690
Weld Capital Management
New York
$338K +$324K +5,001 New
MP
691
McDonald Partners
Ohio
$336K +$323K +4,972 New
CCM
692
Covington Capital Management
California
$335K -$51.1K -787 -14%
FWM
693
Frontier Wealth Management
Missouri
$335K -$38.3K -590 -11%
PFSC
694
Peoples Financial Services Corp
Pennsylvania
$335K -$16.2K -250 -5%
WJWM
695
Williams Jones Wealth Management
New York
$333K -$248K -3,820 -44%
1SB
696
1ST Source Bank
Indiana
$333K -$194K -2,987 -38%
NAM
697
NorthCoast Asset Management
Connecticut
$331K +$7.46K +115 +2%
SFS
698
Sowell Financial Services
Arkansas
$331K +$137K +2,113 +76%
ACM
699
Azimuth Capital Management
Michigan
$329K -$3.18K -49 -1%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K -$287K -4,421 -48%
26 27
28
29 30