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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$286K +$260K +5,023 New
AWA
727
Arete Wealth Advisors
Illinois
$286K +$261K +5,036 New
DT
728
Diversified Trust
Tennessee
$286K +$261K +5,038 New
LNB
729
Ledyard National Bank
$286K +$261K +5,043 New
CPA
730
Court Place Advisors
Maryland
$285K +$260K +5,017 New
LFAS
731
Level Four Advisory Services
Texas
$285K +$265K +5,108 New
GFA
732
Gifford Fong Associates
California
$284K +$259K +5,000 New
PCG
733
Private Capital Group
Connecticut
$283K +$258K +4,972 New
QP
734
Quilter Plc
United Kingdom
$282K +$257K +4,957 New
QI
735
QS Investors
New York
$281K +$256K +4,936 New
SFG
736
Summit Financial Group
West Virginia
$281K +$256K +4,946 New
LWMM
737
Legacy Wealth Management (Mississippi)
Mississippi
$279K +$255K +4,914 New
CCFCSB
738
Cape Cod Five Cents Savings Bank
Massachusetts
$279K +$254K +4,906 New
IC
739
Inverness Counsel
New York
$278K +$253K +4,883 New
SG Americas Securities
740
SG Americas Securities
New York
$278K +$253K +4,891 New
WPP
741
Whalerock Point Partners
Rhode Island
$275K +$250K +4,830 New
NB
742
Northwest Bancshares
Pennsylvania
$275K +$251K +4,847 New
IFWM
743
Institute for Wealth Management
Colorado
$274K +$249K +4,814 New
APP
744
Avantax Planning Partners
Iowa
$274K +$250K +4,818 New
TIA
745
Tiemann Investment Advisors
California
$274K +$250K +4,820 New
MPI
746
Mairs & Power Inc
Minnesota
$273K +$249K +4,801 New
NAM
747
NorthCoast Asset Management
Connecticut
$271K +$247K +4,773 New
GWM
748
Geneos Wealth Management
Colorado
$270K +$251K +4,842 New
RWG
749
Regal Wealth Group
California
$269K +$245K +4,726 New
WSTAM
750
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$244K +4,705 New