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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Scissortail Wealth Management
Oklahoma
$288K +$268K +3,229 New
RCA
752
Resonant Capital Advisors
Wisconsin
$287K +$582 +7 +0.2%
FMLI
753
Fukoku Mutual Life Insurance
Japan
$285K – – –
FHA
754
First Horizon Advisors
Tennessee
$285K +$29.2K +351 +12%
GVAG
755
Great Valley Advisor Group
Delaware
$285K +$18.6K +224 +8%
DLA
756
Douglas Lane & Associates
New York
$285K – – –
MPIA
757
Mountain Pacific Investment Advisers
Idaho
$283K – – –
IFAM
758
Institutional & Family Asset Management
Colorado
$283K – – –
MWM
759
Meridian Wealth Management
Kentucky
$281K +$582 +7 +0.2%
RAM
760
Ramirez Asset Management
New York
$279K – – –
CGL
761
Clarius Group LLC
Washington
$279K -$26.4K -318 -9%
TIA
762
Tiemann Investment Advisors
California
$277K – – –
WB
763
Webster Bank
Connecticut
$277K -$665 -8 -0.3%
FB
764
Fulton Bank
Pennsylvania
$274K -$39.8K -479 -14%
SPC
765
Sigma Planning Corp
Michigan
$274K -$93.7K -1,127 -27%
JLBC
766
J.L. Bainbridge & Co
Florida
$274K -$5.41K -65 -2%
DJSG
767
D.J. St. Germain
Massachusetts
$273K -$2.49K -30 -1%
SYBT
768
Stock Yards Bank & Trust
Kentucky
$273K -$60.9K -733 -19%
RP
769
Riverwater Partners
Wisconsin
$271K -$19.8K -238 -7%
VAS
770
Vestmark Advisory Solutions
Massachusetts
$271K -$4.91K -59 -2%
ASN
771
Advisory Services Network
Georgia
$271K -$42.7K -513 -15%
FFM
772
Forum Financial Management
Illinois
$270K -$37.7K -453 -13%
ST
773
Spinnaker Trust
Maine
$269K -$30.3K -365 -11%
LI
774
LMCG Investments
Massachusetts
$269K -$166 -2 -0.1%
BL
775
Bleichroeder LP
New York
$268K – – –
29 30
31
32 33