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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
751
Laurel Wealth Advisors (North Carolina)
North Carolina
$266K -$63K -1,030 -19%
LNC
752
Lincoln National Corp
Pennsylvania
$266K +$12.2K +199 +5%
ESB
753
Essex Savings Bank
Connecticut
$264K -$29.5K -483 -10%
KTC
754
Kistler-Tiffany Companies
Pennsylvania
$263K -$55.5K -908 -18%
OIA
755
Optimum Investment Advisors
Illinois
$263K -$19.4K -317 -7%
NB
756
Northwest Bancshares
Pennsylvania
$262K -$39.3K -642 -13%
DFA
757
Delta Financial Advisors
Louisiana
$262K -$12.7K -208 -5%
WSCM
758
Wellington Shields Capital Management
New York
$261K -$18.3K -300 -7%
NNP
759
Nachman Norwood & Parrott
South Carolina
$259K -$15.8K -258 -6%
SWM
760
Shakespeare Wealth Management
Wisconsin
$259K – – –
AWM
761
Aevitas Wealth Management
Massachusetts
$258K -$8.75K -143 -3%
TCPWM
762
Traverso Chambers Private Wealth Management
California
$258K – – –
BWA
763
BDO Wealth Advisors
Florida
$255K -$5.38K -88 -2%
EML
764
Eos Management LP
New York
$255K – – –
FB
765
Fulton Bank
Pennsylvania
$253K -$10.8K -176 -4%
BA
766
Bennicas & Associates
California
$253K +$2.02K +33 +0.8%
BAM
767
Belpointe Asset Management
Nevada
$253K +$26.1K +427 +12%
AWM
768
Aberdeen Wealth Management
Illinois
$251K -$15.9K -260 -6%
BEAM
769
Baker Ellis Asset Management
Washington
$251K -$4.77K -78 -2%
BOC
770
Barbara Oil Co
Illinois
$250K – – –
HWA
771
Heritage Way Advisors
Illinois
$250K – – –
BRWM
772
B. Riley Wealth Management
Tennessee
$250K +$18.7K +305 +8%
CWM
773
Concentric Wealth Management
California
$248K -$27.5K -450 -10%
OWP
774
Obermeyer Wealth Partners
Colorado
$248K -$4.71K -77 -2%
BPA
775
Beacon Pointe Advisors
California
$247K -$30.3K -496 -11%
29 30
31
32 33