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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BT
676
Banque Transatlantique
France
$455K -$2.09K -23 -0.5%
FWTB
677
First Western Trust Bank
Colorado
$452K -$1.45K -16 -0.3%
GF
678
Gabelli Funds
New York
$449K +$37.7K +415 +9%
KWM
679
Kingsview Wealth Management
Oregon
$449K -$303K -3,336 -40%
TAM
680
Tocqueville Asset Management
New York
$449K -$1.45M -16,000 -77%
GC
681
Grimes & Company
Massachusetts
$448K -$7.53K -83 -2%
OL
682
Optas LLC
Texas
$448K -$91.7K -1,010 -17%
EWA
683
EverSource Wealth Advisors
Alabama
$447K +$33.7K +371 +8%
S
684
SignatureFD
Georgia
$441K -$114K -1,251 -21%
MA
685
Montag & Associates
Georgia
$434K – – –
VT
686
Vise Technologies
New York
$433K -$40.9K -451 -9%
BMO
687
Beck Mack & Oliver
New York
$431K +$43.8K +482 +11%
TWC
688
TD Waterhouse Canada
Ontario, Canada
$430K – – –
EWA
689
Exencial Wealth Advisors
Oklahoma
$428K +$21.2K +234 +5%
ASN
690
Advisory Services Network
Georgia
$428K +$41.5K +457 +11%
CWP
691
Core Wealth Partners
California
$427K +$9.08K +100 +2%
MC
692
Moors & Cabot
Massachusetts
$422K -$63.6K -701 -13%
CIA
693
Choate Investment Advisors
Massachusetts
$420K +$44.4K +489 +12%
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$420K -$64.4K -709 -13%
EI
695
Ellevest Inc
New York
$417K -$168K -1,856 -29%
VFA
696
Valeo Financial Advisors
Indiana
$415K -$4.36K -48 -1%
PWAM
697
Private Wealth Asset Management
Iowa
$414K – – –
EHC
698
Everett Harris & Co
California
$413K – – –
1SB
699
1ST Source Bank
Indiana
$413K -$908 -10 -0.2%
SMH
700
Sanders Morris Harris
Texas
$411K +$128K +1,413 +46%
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