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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
676
Bragg Financial Advisors
North Carolina
$370K – – –
SWM
677
Shakespeare Wealth Management
Wisconsin
$369K – – –
FFA
678
Fortune Financial Advisors
Kansas
$365K +$346K +4,101 New
FG
679
Fiduciary Group
Georgia
$365K -$24K -285 -7%
TCPWM
680
Traverso Chambers Private Wealth Management
California
$364K – – –
EWA
681
EP Wealth Advisors
California
$363K +$830K +9,846 +837%
PL
682
Perpetual Ltd
Australia
$361K -$1.08M -12,835 -76%
SPC
683
Sigma Planning Corp
Michigan
$360K -$37.9K -450 -10%
DCM
684
Donaldson Capital Management
Indiana
$360K -$32.1K -381 -9%
AP
685
Atwood & Palmer
Missouri
$358K +$16.9K +200 +5%
AWM
686
Aberdeen Wealth Management
Illinois
$354K – – –
SBH
687
Segall Bryant & Hamill
Illinois
$353K -$49.2K -584 -13%
CCT
688
Chemung Canal Trust
New York
$350K -$34.6K -411 -9%
CWM
689
Concentric Wealth Management
California
$350K -$12.6K -150 -4%
GFS
690
GYL Financial Synergies
Connecticut
$348K -$13.5K -160 -4%
GL
691
Graypoint LLC
New York
$348K -$53K -629 -14%
SVWAG
692
Sound View Wealth Advisors Group
Georgia
$347K -$35.2K -418 -10%
RCA
693
Resonant Capital Advisors
Wisconsin
$344K +$1.01K +12 +0.3%
FB
694
Fulton Bank
Pennsylvania
$344K -$4.89K -58 -1%
CT
695
Chicago Trust
Illinois
$342K -$1.43K -17 -0.4%
PP
696
Patten & Patten
Tennessee
$342K – – –
IF
697
Intrua Financial
Texas
$340K +$83.5K +991 +35%
FAG
698
Financial Advisory Group
Texas
$339K -$12.6K -150 -4%
CTA
699
Colonial Trust Advisors
South Carolina
$337K -$10.1K -120 -3%
CC
700
Courier Capital
New York
$337K -$83.7K -994 -21%
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