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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Philadelphia Trust Company
Pennsylvania
$409K -$42.5K -435 -10%
AWM
702
Aprio Wealth Management
Georgia
$406K +$30.9K +316 +9%
AP
703
Atwood & Palmer
Missouri
$405K -$5.57K -57 -1%
RWM
704
Rialto Wealth Management
New York
$403K +$1.37K +14 +0.4%
RSWA
705
Robinson Smith Wealth Advisors
Maine
$393K +$2.83K +29 +0.8%
BWP
706
BSW Wealth Partners
Colorado
$390K -$40.2K -411 -10%
AIP
707
Ameritas Investment Partners
Nebraska
$390K -$11.1K -114 -3%
RIL
708
Rothschild Investment LLC
Illinois
$390K -$195 -2 -0.1%
SIM
709
Sentry Investment Management
Wisconsin
$384K -$122K -1,246 -23%
RCA
710
Resonant Capital Advisors
Wisconsin
$382K +$24K +246 +7%
GI
711
GAMCO Investors
Connecticut
$382K -$1.95K -20 -0.5%
BTW
712
Boston Trust Walden
Massachusetts
$382K -$48.8K -500 -12%
QEI
713
QSV Equity Investors
Illinois
$380K -$2.25K -23 -0.6%
KA
714
Kintegral Advisory
New York
$378K -$1.17K -12 -0.3%
CWM
715
Congress Wealth Management
Massachusetts
$373K +$105K +1,070 +42%
GWM
716
GSB Wealth Management
Connecticut
$373K +$2.25K +23 +0.6%
FM
717
Foster & Motley
Ohio
$370K -$14.5K -148 -4%
FFA
718
Fortune Financial Advisors
Kansas
$369K +$195 +2 +0.1%
AWM
719
Aberdeen Wealth Management
Illinois
$369K – – –
HL
720
HeadInvest LLC
Maine
$368K -$21.8K -223 -6%
BHCM
721
Brevan Howard Capital Management
Jersey
$368K +$348K +3,562 New
SPI
722
Strategic Planning Inc
Ohio
$367K +$348K +3,559 New
BIA
723
Bell Investment Advisors
California
$367K +$1.07K +11 +0.3%
PP
724
Patten & Patten
Tennessee
$364K -$195 -2 -0.1%
NB
725
Northwest Bancshares
Pennsylvania
$362K – – –
27 28
29
30 31