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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Atwood & Palmer
Missouri
$359K – – –
CCM
727
Covington Capital Management
California
$356K -$20.9K -250 -6%
TCPWM
728
Traverso Chambers Private Wealth Management
California
$356K – – –
BFS
729
Bard Financial Services
Connecticut
$352K – – –
FNT
730
First National Trust
Pennsylvania
$350K -$45.6K -545 -12%
SW
731
SlateStone Wealth
Florida
$350K +$87.5K +1,045 +35%
CPA
732
Court Place Advisors
Maryland
$349K -$1.34K -16 -0.4%
BA
733
Bennicas & Associates
California
$349K – – –
EI
734
Ellevest Inc
New York
$349K +$122K +1,457 +57%
FFN
735
Focus Financial Network
Minnesota
$349K +$19.2K +229 +6%
MCS
736
Metatron Capital SICAV
Malta
$348K +$335K +4,000 New
HWA
737
Heritage Way Advisors
Illinois
$348K – – –
FMLI
738
Fukoku Mutual Life Insurance
Japan
$347K +$10.9K +130 +3%
AWM
739
Aberdeen Wealth Management
Illinois
$346K – – –
SVWAG
740
Sound View Wealth Advisors Group
Georgia
$345K +$3.6K +43 +1%
WTA
741
Washington Trust Advisors
Massachusetts
$344K +$331K +3,956 New
FWM
742
Frontier Wealth Management
Missouri
$341K +$10.9K +130 +3%
DTL
743
Dynamic Technology Lab
Singapore
$338K -$1.02M -12,138 -76%
VCM
744
Virtue Capital Management
Tennessee
$338K -$10.7K -128 -3%
NB
745
Northwest Bancshares
Pennsylvania
$338K -$3.27K -39 -1%
BWAM
746
Boyd Watterson Asset Management
Ohio
$337K -$20.8K -249 -6%
S
747
SignatureFD
Georgia
$336K +$6.11K +73 +2%
BTWM
748
Baker Tilly Wealth Management
Wisconsin
$332K -$2.51K -30 -0.8%
LA
749
LVW Advisors
New York
$332K +$35.2K +420 +12%
RMC
750
Resources Management Corp
Connecticut
$330K -$203K -2,424 -39%
28 29
30
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