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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GPI
751
General Partner Inc
Pennsylvania
$315K – – –
TCM
752
Telos Capital Management
California
$314K -$16.6K -174 -5%
CC
753
Courier Capital
New York
$313K – – –
BL
754
Bleichroeder LP
New York
$312K – – –
SLT
755
St Louis Trust
Missouri
$312K – – –
SFM
756
Systematic Financial Management
New Jersey
$312K – – –
SAM
757
S.A. Mason
Michigan
$311K +$95 +1 +0%
NECFA
758
New England Capital Financial Advisors
Connecticut
$307K +$762 +8 +0.3%
CF
759
Centaurus Financial
California
$305K -$8.57K -90 -3%
LCM
760
LCM Capital Management
Illinois
$304K -$762 -8 -0.3%
RP
761
Riverwater Partners
Wisconsin
$303K -$5.24K -55 -2%
TW
762
TritonPoint Wealth
Maryland
$303K +$4K +42 +1%
SWMP
763
Signature Wealth Management Partners
New Jersey
$302K – – –
EFSCE
764
Enterprise Financial Services Corp (EFSC)
Missouri
$301K -$3.62K -38 -1%
KIA
765
KCM Investment Advisors
California
$300K -$9.91K -104 -3%
BTI
766
Blue Trust Inc
Georgia
$299K +$169K +1,771 +133%
RCAG
767
Rehmann Capital Advisory Group
Michigan
$299K +$11.6K +122 +4%
DJSG
768
D.J. St. Germain
Massachusetts
$299K -$4.86K -51 -2%
DLA
769
Douglas Lane & Associates
New York
$298K -$50.6K -531 -16%
FCG
770
Fielder Capital Group
Tennessee
$297K -$14K -147 -5%
JMFC
771
J.M. Forbes & Co
Massachusetts
$297K – – –
FCM
772
Fourpath Capital Management
Oklahoma
$297K +$272K +2,853 New
RWM
773
Ritholtz Wealth Management
New York
$296K -$56.8K -596 -17%
CWP
774
Cyndeo Wealth Partners
Florida
$295K +$28.1K +295 +12%
ACIM
775
Azimuth Capital Investment Management
Michigan
$295K -$67.4K -707 -20%
29 30
31
32 33