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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Harbour Investments
Wisconsin
$336K -$2.11K -24 -0.6%
TCPWM
727
Traverso Chambers Private Wealth Management
California
$336K – – –
CFG
728
Cooper Financial Group
California
$335K +$26.7K +304 +8%
CPA
729
Court Place Advisors
Maryland
$332K -$17.4K -198 -5%
BFS
730
Bard Financial Services
Connecticut
$332K – – –
FCI
731
Financial Counselors Inc
Kansas
$332K +$86.3K +981 +32%
BA
732
Bennicas & Associates
California
$330K – – –
VCM
733
Virtue Capital Management
Tennessee
$330K +$54.5K +620 +18%
HWA
734
Heritage Way Advisors
Illinois
$329K – – –
AWM
735
Aberdeen Wealth Management
Illinois
$327K -$4.4K -50 -1%
ESCM
736
Echo Street Capital Management
New York
$326K +$348K +3,958 New
EAM
737
Eagle Asset Management
Florida
$324K -$23.1K -263 -6%
SLF
738
Sun Life Financial
Ontario, Canada
$323K +$81.2K +923 +31%
SVWAG
739
Sound View Wealth Advisors Group
Georgia
$322K -$22.9K -260 -6%
NB
740
Northwest Bancshares
Pennsylvania
$322K -$2.37K -27 -0.7%
NIM
741
Northeast Investment Management
Massachusetts
$321K +$4.22K +48 +1%
SIM
742
Sentry Investment Management
Wisconsin
$320K -$49.9K -568 -13%
RWA
743
Ropes Wealth Advisors
Massachusetts
$318K – – –
FMLI
744
Fukoku Mutual Life Insurance
Japan
$318K +$84.4K +960 +33%
GW
745
GW & Wade
Massachusetts
$317K +$27K +307 +9%
BTWM
746
Baker Tilly Wealth Management
Wisconsin
$316K +$64.5K +734 +24%
MGIA
747
Moneta Group Investment Advisors
Missouri
$314K -$3.17K -36 -0.9%
S
748
Surevest
California
$314K +$10K +114 +3%
CI
749
Conning Inc
Connecticut
$312K -$62.1K -706 -16%
FWM
750
Frontier Wealth Management
Missouri
$312K -$440 -5 -0.1%
28 29
30
31 32