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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Aberdeen Wealth Management
Illinois
$331K -$5.01K -50 -1%
BIA
727
Bell Investment Advisors
California
$328K -$5.11K -51 -1%
AP
728
Americana Partners
Texas
$327K – – –
WT
729
Washington Trust
Rhode Island
$327K +$301 +3 +0.1%
PP
730
Patten & Patten
Tennessee
$327K -$1K -10 -0.3%
EP
731
Essential Planning
New Hampshire
$326K +$326K +3,250 New
NB
732
Northwest Bancshares
Pennsylvania
$325K – – –
FAFN
733
First Affirmative Financial Network
Colorado
$324K +$7.32K +73 +2%
ESB
734
Essex Savings Bank
Connecticut
$321K – – –
PWMAG
735
Pinnacle Wealth Management Advisory Group
New Jersey
$321K – – –
AA
736
Addison Advisors
Vermont
$321K -$100 -1 -0%
RCA
737
Resonant Capital Advisors
Wisconsin
$320K +$10.5K +105 +3%
FNB
738
Farmers National Bank
Kentucky
$318K +$344K +3,429 New
CT
739
Chicago Trust
Illinois
$317K +$75.2K +750 +28%
MG
740
Mather Group
Illinois
$316K +$4.01K +40 +1%
FIM
741
Fruth Investment Management
Texas
$315K – – –
VFA
742
Values First Advisors
Tennessee
$313K +$173K +1,727 +104%
NAM
743
NTV Asset Management
West Virginia
$311K -$5.01K -50 -1%
TBA
744
Tower Bridge Advisors
Pennsylvania
$310K -$11.2K -112 -3%
DWM
745
Defined Wealth Management
Oregon
$310K +$201 +2 +0.1%
PI
746
PFG Investments
New York
$309K +$13.1K +131 +4%
AWM
747
Axxcess Wealth Management
California
$308K -$5.72K -57 -2%
NW
748
NewEdge Wealth
Pennsylvania
$307K +$13.8K +138 +4%
FCBT
749
First Citizens Bank & Trust
North Carolina
$307K +$1.2K +12 +0.4%
IF
750
Intrua Financial
Texas
$306K -$24.6K -245 -7%
28 29
30
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