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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
CX Institutional
Indiana
$370K -$3.79K -41 -1%
FAG
702
Financial Advisory Group
Texas
$368K – – –
QCG
703
Quadrant Capital Group
Ohio
$366K -$1.85K -20 -0.5%
BFA
704
Bragg Financial Advisors
North Carolina
$366K – – –
CHC
705
City Holding Co
West Virginia
$364K -$33.7K -365 -9%
KA
706
Kintegral Advisory
New York
$361K -$1.02K -11 -0.3%
FCBT
707
First Citizens Bank & Trust
North Carolina
$360K +$118K +1,275 +54%
GWM
708
GSB Wealth Management
Connecticut
$356K +$30.8K +333 +10%
NB
709
Northwest Bancshares
Pennsylvania
$355K – – –
FAFN
710
First Affirmative Financial Network
Colorado
$355K -$11.3K -122 -3%
ACIM
711
Azimuth Capital Investment Management
Michigan
$354K -$18.5K -200 -5%
BIA
712
Bell Investment Advisors
California
$352K – – –
FIM
713
Fruth Investment Management
Texas
$352K – – –
FCP
714
Fidelis Capital Partners
Florida
$352K +$18.6K +201 +6%
WT
715
Washington Trust
Rhode Island
$351K -$5.36K -58 -2%
FFA
716
First Foundation Advisors
California
$351K +$3.79K +41 +1%
GIA
717
GHP Investment Advisors
Colorado
$351K -$28.2K -305 -8%
SP
718
Symmetry Partners
Connecticut
$350K – – –
FFA
719
Fortune Financial Advisors
Kansas
$350K +$1.39K +15 +0.4%
AP
720
Americana Partners
Texas
$345K – – –
FHA
721
First Horizon Advisors
Tennessee
$344K +$25.7K +278 +9%
TBA
722
Tower Bridge Advisors
Pennsylvania
$343K -$139K -1,500 -30%
NAM
723
NTV Asset Management
West Virginia
$342K +$5.73K +62 +2%
AG
724
AlTi Global
New York
$342K +$318K +3,444 New
BWAM
725
Boyd Watterson Asset Management
Ohio
$340K +$15.9K +172 +5%
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