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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$371K -$127K -1,530 -27%
SCM
677
Schnieders Capital Management
California
$371K -$115K -1,378 -25%
SWM
678
Shakespeare Wealth Management
Wisconsin
$371K -$748 -9 -0.2%
AWM
679
Axxcess Wealth Management
California
$371K +$344K +4,142 New
TCPWM
680
Traverso Chambers Private Wealth Management
California
$366K – – –
FCCM
681
First City Capital Management
Georgia
$365K -$28.1K -338 -8%
ILI
682
Invesco LLC (Illinois)
Illinois
$364K -$5.41K -65 -2%
IWM
683
IHT Wealth Management
Illinois
$363K -$21.4K -257 -6%
MIM
684
Meridiem Investment Management
United Kingdom
$362K +$270K +3,245 +406%
CHC
685
City Holding Co
West Virginia
$361K -$23.3K -280 -6%
AP
686
Atwood & Palmer
Missouri
$360K – – –
GL
687
Graypoint LLC
New York
$359K +$21.7K +261 +7%
AF
688
Allworth Financial
California
$359K -$8.81K -106 -3%
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$357K +$5.24K +63 +2%
AWM
690
Aberdeen Wealth Management
Illinois
$356K – – –
FG
691
Fiduciary Group
Georgia
$354K -$11.4K -137 -3%
FLPIM
692
F.L. Putnam Investment Management
Massachusetts
$353K -$9.81K -118 -3%
FWTB
693
First Western Trust Bank
Colorado
$352K -$12.5K -150 -4%
DA
694
Dover Advisors
Virginia
$350K -$57.4K -690 -15%
RIL
695
Rothschild Investment LLC
Illinois
$346K -$32K -385 -9%
GI
696
GAMCO Investors
Connecticut
$344K -$125K -1,500 -28%
PP
697
Patten & Patten
Tennessee
$344K – – –
GIA
698
GHP Investment Advisors
Colorado
$344K -$25.9K -312 -8%
GFS
699
GYL Financial Synergies
Connecticut
$342K -$9.48K -114 -3%
NW
700
NewEdge Wealth
Pennsylvania
$340K -$4.74K -57 -1%
26 27
28
29 30