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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Axxcess Wealth Management
California
$296K +$279K +3,780 New
JAG
702
Journey Advisory Group
Kentucky
$296K -$99.3K -1,345 -26%
SWA
703
Stratos Wealth Advisors
Ohio
$295K +$278K +3,770 New
YWP
704
YorkBridge Wealth Partners
New York
$290K -$190K -2,580 -41%
BC
705
Burleson & Co
California
$288K – – –
BOTW
706
Bank of the West
California
$286K -$11.6K -157 -4%
LA
707
LVW Advisors
New York
$285K -$12.4K -168 -4%
FIM
708
Fruth Investment Management
Texas
$284K – – –
WTA
709
Washington Trust Advisors
Massachusetts
$283K -$1.92K -26 -0.7%
CG
710
Caprock Group
Idaho
$281K -$4.43K -60 -2%
SW
711
SlateStone Wealth
Florida
$281K -$7.38K -100 -3%
DWP
712
Daymark Wealth Partners
Ohio
$281K +$265K +3,589 New
SFI
713
Siemens Fonds Invest
Germany
$281K -$45.1K -611 -15%
SFA
714
Sequoia Financial Advisors
Ohio
$280K +$31.3K +424 +13%
BIA
715
Bell Investment Advisors
California
$278K +$249K +3,378 +1,953%
BFS
716
Bard Financial Services
Connecticut
$278K – – –
GVAG
717
Great Valley Advisor Group
Delaware
$276K +$9.45K +128 +4%
FNB
718
Farmers National Bank
Kentucky
$276K – – –
SAM
719
S.A. Mason
Michigan
$276K +$74 +1 +0%
RP
720
Riverwater Partners
Wisconsin
$275K -$4.06K -55 -2%
TH
721
TCTC Holdings
Texas
$275K – – –
FLPIM
722
F.L. Putnam Investment Management
Massachusetts
$273K -$4.06K -55 -2%
GPI
723
General Partner Inc
Pennsylvania
$273K +$257K +3,480 New
CT
724
Chicago Trust
Illinois
$271K +$7.68K +104 +3%
TAM
725
Trillium Asset Management
Massachusetts
$270K +$255K +3,450 New
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