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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$454K +$3.19K +33 +0.7%
CWP
677
Core Wealth Partners
California
$453K – – –
RCM
678
Radnor Capital Management
Pennsylvania
$451K – – –
GCP
679
GSA Capital Partners
United Kingdom
$450K +$439K +4,544 New
PWAM
680
Private Wealth Asset Management
Iowa
$449K -$9.36K -97 -2%
1SB
681
1ST Source Bank
Indiana
$448K +$17.2K +178 +4%
EHC
682
Everett Harris & Co
California
$447K -$43.3K -449 -9%
EWA
683
EverSource Wealth Advisors
Alabama
$447K +$142K +1,467 +48%
GF
684
Gabelli Funds
New York
$446K – – –
BAAM
685
Baker Avenue Asset Management
California
$442K -$31K -321 -7%
EWA
686
Exencial Wealth Advisors
Oklahoma
$441K +$9.85K +102 +2%
EM
687
Excalibur Management
Massachusetts
$439K -$8.69K -90 -2%
PA
688
Profund Advisors
Maryland
$439K +$39.9K +413 +10%
FTWA
689
Fifth Third Wealth Advisors
Ohio
$436K -$1.45K -15 -0.3%
TBT
690
Texas Bank & Trust
Texas
$436K – – –
AWA
691
Aaron Wealth Advisors
Illinois
$435K -$95K -984 -18%
FC
692
Forte Capital
New York
$433K – – –
PCM
693
Pointe Capital Management
Michigan
$428K – – –
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$428K +$19K +197 +5%
CI
695
CX Institutional
Indiana
$428K -$9.56K -99 -2%
SACTSONJ
696
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$426K – – –
DMC
697
Drexel Morgan & Co
Pennsylvania
$425K – – –
VCA
698
Verdence Capital Advisors
Maryland
$423K -$24.1K -250 -6%
BMO
699
Beck Mack & Oliver
New York
$419K -$15.9K -165 -4%
SFG
700
Sovereign Financial Group
Connecticut
$417K -$28.7K -297 -7%
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