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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
726
Northeast Investment Management
Massachusetts
$305K -$2.42K -37 -0.8%
NB
727
Northwest Bancshares
Pennsylvania
$305K +$34.8K +532 +14%
RGC
728
Roberts, Glore & Co
Illinois
$304K -$37.7K -576 -11%
FAIM
729
Financial Advocates Investment Management
Washington
$301K -$1.9K -29 -0.7%
RWA
730
Ropes Wealth Advisors
Massachusetts
$300K +$31.1K +475 +14%
MAFM
731
Mid Atlantic Financial Management
Pennsylvania
$299K -$6.41K -98 -2%
CWM
732
Concentric Wealth Management
California
$299K – – –
WANY
733
Wealthspire Advisors (New York)
New York
$298K +$55.6K +851 +24%
DMC
734
Drexel Morgan & Co
Pennsylvania
$294K -$65 -1 -0%
SACTSONJ
735
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K – – –
NNP
736
Nachman Norwood & Parrott
South Carolina
$294K +$8.69K +133 +3%
GT
737
Greenleaf Trust
Michigan
$294K +$84.3K +1,289 +43%
CPA
738
Court Place Advisors
Maryland
$293K -$3.27K -50 -1%
DT
739
Diversified Trust
Tennessee
$292K -$178K -2,720 -39%
BFO
740
Boston Family Office
Massachusetts
$292K -$3.27K -50 -1%
UBV
741
United Bank (Virginia)
Virginia
$291K -$3.99K -61 -1%
CA
742
Clearstead Advisors
Ohio
$290K -$222K -3,398 -44%
HI
743
Harbour Investments
Wisconsin
$289K +$276K +4,227 New
RSVP
744
Ramsay Stattman Vela & Price
Colorado
$287K -$460K -7,031 -63%
GW
745
GW & Wade
Massachusetts
$286K +$40.1K +614 +17%
MYIA
746
Mount Yale Investment Advisors
Colorado
$286K +$273K +4,172 New
SWM
747
Shakespeare Wealth Management
Wisconsin
$284K – – –
EAM
748
Eagle Asset Management
Florida
$282K +$266K +4,075 New
BS
749
Boenning & Scattergood
Pennsylvania
$281K -$35.3K -540 -12%
DJSG
750
D.J. St. Germain
Massachusetts
$281K -$13.1K -201 -5%
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