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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
676
HB Wealth Management
Georgia
$364K +$378K +4,735 New
BL
677
Balentine LLC
Georgia
$363K +$377K +4,722 New
PI
678
PEAK6 Investments
Illinois
$360K +$374K +4,674 New
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$359K -$6.63K -83 -2%
SWM
680
SeaCrest Wealth Management
New York
$355K -$15.7K -197 -4%
WPW
681
Warther Private Wealth
Ohio
$355K -$1.84K -23 -0.5%
FTDI
682
First Trust Direct Indexing
Massachusetts
$353K +$23.7K +297 +7%
PCM
683
Pointe Capital Management
Michigan
$352K – – –
FRM
684
Fox Run Management
Connecticut
$351K -$19.2K -240 -5%
CCT
685
Chemung Canal Trust
New York
$351K -$4K -50 -1%
TIA
686
Tiemann Investment Advisors
California
$350K -$4.63K -58 -1%
BMO
687
Beck Mack & Oliver
New York
$350K – – –
CTA
688
Colonial Trust Advisors
South Carolina
$349K -$35.4K -443 -9%
MPPW
689
Mitchell & Pahl Private Wealth
Oklahoma
$349K -$29.6K -370 -8%
IIA
690
ICW Investment Advisors
Arizona
$347K +$18.5K +232 +5%
MC
691
Machina Capital
France
$347K +$144K +1,798 +66%
TAM
692
Tucker Asset Management
Colorado
$347K – – –
TMAM
693
Tokio Marine Asset Management
Japan
$346K +$76.5K +957 +27%
JWBC
694
J.W. Burns & Co
New York
$344K -$103K -1,295 -22%
FAG
695
Financial Advisory Group
Texas
$344K – – –
SFI
696
Siemens Fonds Invest
Germany
$344K – – –
SC
697
SouthState Corp
Florida
$343K -$140K -1,754 -28%
BTWM
698
Baker Tilly Wealth Management
Wisconsin
$343K +$51.5K +645 +17%
RIM
699
Rockbridge Investment Management
New York
$341K +$2.08K +26 +0.6%
FCCM
700
First City Capital Management
Georgia
$340K – – –
26 27
28
29 30