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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
726
Private Advisor Group
New Jersey
$269K -$115K -1,553 -6%
FNT
727
First National Trust
Pennsylvania
$268K -$5.39K -73 -2%
VRS
728
Virginia Retirement Systems
Virginia
$266K – – –
CA
729
Clearstead Advisors
Ohio
$266K -$10.4K -141 -4%
MIC
730
Meridian Investment Counsel
California
$266K -$20.5K -278 -8%
BWAM
731
Boyd Watterson Asset Management
Ohio
$265K -$591 -8 -0.2%
PWMAG
732
Pinnacle Wealth Management Advisory Group
New Jersey
$264K +$249K +3,373 New
GWM
733
Gitterman Wealth Management
New Jersey
$263K +$248K +3,359 New
AIM
734
Avity Investment Management
Connecticut
$261K – – –
MPIA
735
Mountain Pacific Investment Advisers
Idaho
$259K -$32K -433 -12%
DWM
736
Defined Wealth Management
Oregon
$259K – – –
RIL
737
Rothschild Investment LLC
Illinois
$259K – – –
NA
738
NewEdge Advisors
Louisiana
$256K +$349K +4,730 New
MWM
739
Meridian Wealth Management
Kentucky
$255K +$5.91K +80 +3%
IA
740
IFP Advisors
Florida
$254K +$41.1K +557 +12%
SNB
741
Security National Bank
Nebraska
$253K – – –
CC
742
Centiva Capital
New York
$252K +$238K +3,220 New
CAG
743
Crestwood Advisors Group
Massachusetts
$249K -$65.9K -893 -22%
AWE
744
Avidian Wealth Enterprises
Texas
$248K +$234K +3,173 New
SLF
745
Sun Life Financial
Ontario, Canada
$248K -$6.13K -83 -3%
IFAM
746
Institutional & Family Asset Management
Colorado
$248K -$2.66K -36 -1%
NECFA
747
New England Capital Financial Advisors
Connecticut
$246K +$225K +3,046 New
CPA
748
Court Place Advisors
Maryland
$246K -$3.84K -52 -2%
GTCM
749
Gyon Technologies Capital Management
New Jersey
$245K +$231K +3,132 New
ASN
750
Advisory Services Network
Georgia
$244K -$13.6K -184 -6%
28 29
30
31 32