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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
726
Knollwood Investment Advisory
Maryland
$366K – – –
GH
727
GAM Holding
Switzerland
$366K +$363K +4,000 New
BHWM
728
Bar Harbor Wealth Management
New Hampshire
$365K -$1.45K -16 -0.4%
IFG
729
Independent Financial Group
California
$365K +$68K +749 +23%
TTWM
730
TCV Trust & Wealth Management
Virginia
$360K -$4.63K -51 -1%
FWCM
731
Ferguson Wellman Capital Management
Oregon
$360K -$21.2K -233 -6%
SVWAG
732
Sound View Wealth Advisors Group
Georgia
$360K -$35.5K -391 -9%
PTC
733
Philadelphia Trust Company
Pennsylvania
$359K – – –
AP
734
Atwood & Palmer
Missouri
$359K – – –
RWM
735
Rialto Wealth Management
New York
$356K -$1.91K -21 -0.5%
KIA
736
Kraematon Investment Advisors
Massachusetts
$356K -$13K -143 -4%
SMA
737
Sage Mountain Advisors
Georgia
$353K +$80K +881 +30%
CFB
738
Cullen/Frost Bankers
Texas
$353K -$283K -3,122 -45%
WBC
739
Westpac Banking Corp
Australia
$353K – – –
SFG
740
Sovereign Financial Group
Connecticut
$352K -$32.2K -355 -8%
RC
741
Rexford Capital
Texas
$350K +$12.8K +141 +4%
CI
742
Cigna Investments
Connecticut
$350K -$7.9K -87 -2%
BF
743
BOK Financial
Oklahoma
$350K +$36.8K +405 +12%
FFA
744
Fortune Financial Advisors
Kansas
$350K +$272 +3 +0.1%
CPIG
745
Chicago Partners Investment Group
Illinois
$348K -$9.26K -102 -3%
BB
746
Busey Bank
Illinois
$347K -$4.54K -50 -1%
RCA
747
Resonant Capital Advisors
Wisconsin
$346K -$21.3K -235 -6%
RSWA
748
Robinson Smith Wealth Advisors
Maine
$345K – – –
SCM
749
Shelton Capital Management
Colorado
$344K -$8.8K -97 -3%
AWM
750
Arista Wealth Management
Nevada
$344K – – –
28 29
30
31 32