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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Shakespeare Wealth Management
Wisconsin
$369K – – –
FFA
677
Fortune Financial Advisors
Kansas
$365K +$346K +4,101 New
FG
678
Fiduciary Group
Georgia
$365K -$24K -285 -7%
TCPWM
679
Traverso Chambers Private Wealth Management
California
$364K – – –
EWA
680
EP Wealth Advisors
California
$363K +$830K +9,846 +837%
PL
681
Perpetual Ltd
Australia
$361K -$1.08M -12,835 -76%
SPC
682
Sigma Planning Corp
Michigan
$360K -$37.9K -450 -10%
DCM
683
Donaldson Capital Management
Indiana
$360K -$32.1K -381 -9%
AP
684
Atwood & Palmer
Missouri
$358K +$16.9K +200 +5%
AWM
685
Aberdeen Wealth Management
Illinois
$354K – – –
SBH
686
Segall Bryant & Hamill
Illinois
$353K -$49.2K -584 -13%
CCT
687
Chemung Canal Trust
New York
$350K -$34.6K -411 -9%
CWM
688
Concentric Wealth Management
California
$350K -$12.6K -150 -4%
GFS
689
GYL Financial Synergies
Connecticut
$348K -$13.5K -160 -4%
GL
690
Graypoint LLC
New York
$348K -$53K -629 -14%
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$347K -$35.2K -418 -10%
RCA
692
Resonant Capital Advisors
Wisconsin
$344K +$1.01K +12 +0.3%
FB
693
Fulton Bank
Pennsylvania
$344K -$4.89K -58 -1%
CT
694
Chicago Trust
Illinois
$342K -$1.43K -17 -0.4%
PP
695
Patten & Patten
Tennessee
$342K – – –
IF
696
Intrua Financial
Texas
$340K +$83.5K +991 +35%
FAG
697
Financial Advisory Group
Texas
$339K -$12.6K -150 -4%
CTA
698
Colonial Trust Advisors
South Carolina
$337K -$10.1K -120 -3%
CC
699
Courier Capital
New York
$337K -$83.7K -994 -21%
ACIM
700
Azimuth Capital Investment Management
Michigan
$333K – – –
26 27
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29 30