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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$362K +$3.52K +36 +1%
AP
727
Americana Partners
Texas
$360K -$4.2K -43 -1%
SC
728
Syon Capital
California
$359K +$96.5K +988 +40%
AA
729
Addison Advisors
Vermont
$358K +$488 +5 +0.1%
BFO
730
Boston Family Office
Massachusetts
$357K +$338K +3,462 New
ESB
731
Essex Savings Bank
Connecticut
$355K -$2.44K -25 -0.7%
FNB
732
Farmers National Bank
Kentucky
$353K -$879 -9 -0.3%
AWM
733
AE Wealth Management
Kansas
$352K +$42.4K +434 +15%
CFO
734
Callan Family Office
Pennsylvania
$352K -$16.4K -168 -5%
FIM
735
Fruth Investment Management
Texas
$351K – – –
CCM
736
Cinctive Capital Management
New York
$351K +$332K +3,400 New
HSA
737
HBK Sorce Advisory
Pennsylvania
$350K -$41.7K -427 -11%
NAM
738
NTV Asset Management
West Virginia
$347K – – –
DWM
739
Defined Wealth Management
Oregon
$346K +$977 +10 +0.3%
EWM
740
Empirical Wealth Management
Washington
$345K -$2.04M -20,932 -86%
TBA
741
Tower Bridge Advisors
Pennsylvania
$345K – – –
FCBT
742
First Citizens Bank & Trust
North Carolina
$345K +$2.15K +22 +0.7%
WBC
743
Westpac Banking Corp
Australia
$343K -$95.5K -978 -23%
PI
744
PFG Investments
New York
$341K -$3.42K -35 -1%
SW
745
SVB Wealth
Massachusetts
$340K -$33.9K -347 -10%
AWM
746
Axxcess Wealth Management
California
$340K -$3.03K -31 -0.9%
CAG
747
Crestwood Advisors Group
Massachusetts
$337K +$47.9K +490 +18%
ILI
748
Invesco LLC (Illinois)
Illinois
$336K -$71.4K -731 -18%
TH
749
TCTC Holdings
Texas
$335K – – –
TW
750
TritonPoint Wealth
Maryland
$335K +$34.4K +352 +12%
28 29
30
31 32