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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Ritholtz Wealth Management
New York
$318K +$38.8K +444 +12%
S
727
SignatureFD
Georgia
$316K -$54.4K -622 -13%
BFIM
728
Beese Fulmer Investment Management
Ohio
$314K +$16.3K +186 +5%
VAS
729
Vestmark Advisory Solutions
Massachusetts
$310K +$352K +4,022 New
WDA
730
Wendell David Associates
New Hampshire
$310K – – –
KIA
731
Knollwood Investment Advisory
Maryland
$309K – – –
PF
732
Phoenix Financial
Israel
$308K +$64.4K +736 +23%
HIP
733
HUB Investment Partners
Texas
$307K +$349K +3,984 New
HPCM
734
Hunter Perkins Capital Management
Illinois
$307K +$348K +3,982 New
HSA
735
HBK Sorce Advisory
Pennsylvania
$307K -$13.7K -157 -4%
HW
736
Hancock Whitney
Mississippi
$305K -$8.57K -98 -2%
SCM
737
Sage Capital Management
New Jersey
$303K -$144K -1,647 -30%
1SB
738
1ST Source Bank
Indiana
$302K -$10.9K -125 -3%
PP
739
Patten & Patten
Tennessee
$302K -$8.31K -95 -2%
RWM
740
Rialto Wealth Management
New York
$301K +$787 +9 +0.2%
GC
741
Guggenheim Capital
Illinois
$300K -$96.2K -1,100 -22%
VSQM
742
V-Square Quantitative Management
Illinois
$300K -$35.3K -403 -9%
RCM
743
Radnor Capital Management
Pennsylvania
$300K – – –
SCM
744
Shelton Capital Management
Colorado
$298K +$8.75K +100 +3%
WBC
745
Westpac Banking Corp
Australia
$297K – – –
RC
746
Rexford Capital
Texas
$297K -$525 -6 -0.2%
FWTB
747
First Western Trust Bank
Colorado
$295K – – –
AP
748
Atwood & Palmer
Missouri
$295K -$8.75K -100 -3%
PTC
749
Philadelphia Trust Company
Pennsylvania
$294K -$9.71K -111 -3%
BHWM
750
Bar Harbor Wealth Management
New Hampshire
$292K -$15.7K -180 -5%
28 29
30
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