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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
726
Mid Atlantic Financial Management
Pennsylvania
$299K -$6.41K -98 -2%
CWM
727
Concentric Wealth Management
California
$299K – – –
WANY
728
Wealthspire Advisors (New York)
New York
$298K +$55.6K +851 +24%
DMC
729
Drexel Morgan & Co
Pennsylvania
$294K -$65 -1 -0%
SACTSONJ
730
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K – – –
NNP
731
Nachman Norwood & Parrott
South Carolina
$294K +$8.69K +133 +3%
GT
732
Greenleaf Trust
Michigan
$294K +$84.3K +1,289 +43%
CPA
733
Court Place Advisors
Maryland
$293K -$3.27K -50 -1%
DT
734
Diversified Trust
Tennessee
$292K -$178K -2,720 -39%
BFO
735
Boston Family Office
Massachusetts
$292K -$3.27K -50 -1%
UBV
736
United Bank (Virginia)
Virginia
$291K -$3.99K -61 -1%
CA
737
Clearstead Advisors
Ohio
$290K -$222K -3,398 -44%
HI
738
Harbour Investments
Wisconsin
$289K +$276K +4,227 New
RSVP
739
Ramsay Stattman Vela & Price
Colorado
$287K -$460K -7,031 -63%
GW
740
GW & Wade
Massachusetts
$286K +$40.1K +614 +17%
MYIA
741
Mount Yale Investment Advisors
Colorado
$286K +$273K +4,172 New
SWM
742
Shakespeare Wealth Management
Wisconsin
$284K – – –
EAM
743
Eagle Asset Management
Florida
$282K +$266K +4,075 New
BS
744
Boenning & Scattergood
Pennsylvania
$281K -$35.3K -540 -12%
DJSG
745
D.J. St. Germain
Massachusetts
$281K -$13.1K -201 -5%
CFG
746
Cooper Financial Group
California
$280K -$19.2K -294 -7%
TCPWM
747
Traverso Chambers Private Wealth Management
California
$280K – – –
CCB
748
Cutter & Co Brokerage
Missouri
$280K +$56.6K +866 +27%
LOAME
749
Lombard Odier Asset Management (Europe)
United Kingdom
$280K +$268K +4,097 New
TSS
750
Two Sigma Securities
New York
$277K -$133K -2,042 -34%
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30
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