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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
726
PFG Investments
New York
$334K -$6.29K -66 -2%
DCM
727
Donaldson Capital Management
Indiana
$333K -$1.81K -19 -0.6%
TPI
728
Trust Point Inc
Wisconsin
$332K -$1.81K -19 -0.6%
NW
729
NewEdge Wealth
Pennsylvania
$331K -$32.2K -338 -10%
MWM
730
Mission Wealth Management
California
$331K -$2K -21 -0.7%
BFA
731
Bragg Financial Advisors
North Carolina
$329K -$23.1K -242 -7%
SCA
732
Stonebridge Capital Advisors
Minnesota
$329K – – –
TIA
733
Tiemann Investment Advisors
California
$328K -$9.53K -100 -3%
MP
734
McDonald Partners
Ohio
$328K -$16.3K -171 -5%
DA
735
Dover Advisors
Virginia
$327K -$68.4K -718 -19%
CCT
736
Chemung Canal Trust
New York
$327K -$32K -336 -10%
HBW
737
Hazlett, Burt & Watson
West Virginia
$327K +$114K +1,201 +62%
PSP
738
Principal Street Partners
Tennessee
$327K – – –
DFCM
739
Dark Forest Capital Management
Puerto Rico
$325K +$298K +3,125 New
RAM
740
Ramirez Asset Management
New York
$324K – – –
HWMO
741
Heritage Wealth Management (Ohio)
Ohio
$324K – – –
LS
742
Livforsakringsbolaget Skandia
Sweden
$323K +$213K +2,235 +255%
MMPW
743
Mitchell McLeod Pugh & Williams
Alabama
$323K +$28.6K +300 +11%
MWM
744
Meridian Wealth Management
Kentucky
$321K -$1.24K -13 -0.4%
AO
745
Advisor OS
Illinois
$319K +$48.9K +513 +20%
MPM
746
MBB Public Markets
Illinois
$318K -$2.57M -26,930 -90%
JLBC
747
J.L. Bainbridge & Co
Florida
$318K +$1.24K +13 +0.4%
DAS
748
Dynamic Advisor Solutions
Arizona
$317K -$26.4K -277 -8%
BFS
749
Bard Financial Services
Connecticut
$317K -$35.3K -370 -11%
KFS
750
Keynote Financial Services
Connecticut
$317K – – –
28 29
30
31 32