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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
SlateStone Wealth
Florida
$350K +$87.5K +1,045 +35%
CPA
727
Court Place Advisors
Maryland
$349K -$1.34K -16 -0.4%
BA
728
Bennicas & Associates
California
$349K – – –
EI
729
Ellevest Inc
New York
$349K +$122K +1,457 +57%
FFN
730
Focus Financial Network
Minnesota
$349K +$19.2K +229 +6%
MCS
731
Metatron Capital SICAV
Malta
$348K +$335K +4,000 New
HWA
732
Heritage Way Advisors
Illinois
$348K – – –
FMLI
733
Fukoku Mutual Life Insurance
Japan
$347K +$10.9K +130 +3%
AWM
734
Aberdeen Wealth Management
Illinois
$346K – – –
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$345K +$3.6K +43 +1%
WTA
736
Washington Trust Advisors
Massachusetts
$344K +$331K +3,956 New
FWM
737
Frontier Wealth Management
Missouri
$341K +$10.9K +130 +3%
DTL
738
Dynamic Technology Lab
Singapore
$338K -$1.02M -12,138 -76%
VCM
739
Virtue Capital Management
Tennessee
$338K -$10.7K -128 -3%
NB
740
Northwest Bancshares
Pennsylvania
$338K -$3.27K -39 -1%
BWAM
741
Boyd Watterson Asset Management
Ohio
$337K -$20.8K -249 -6%
S
742
SignatureFD
Georgia
$336K +$6.11K +73 +2%
BTWM
743
Baker Tilly Wealth Management
Wisconsin
$332K -$2.51K -30 -0.8%
LA
744
LVW Advisors
New York
$332K +$35.2K +420 +12%
RMC
745
Resources Management Corp
Connecticut
$330K -$203K -2,424 -39%
KTC
746
Kistler-Tiffany Companies
Pennsylvania
$329K +$84 +1 +0%
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$328K +$80.9K +966 +35%
DWA
748
Douglass Winthrop Advisors
New York
$327K -$29.3K -350 -9%
MGIA
749
Moneta Group Investment Advisors
Missouri
$327K -$5.02K -60 -2%
DA
750
DCM Advisors
New York
$325K +$18.8K +225 +6%
28 29
30
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