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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
751
TritonPoint Wealth
Maryland
$335K +$34.4K +352 +12%
NAM
752
NorthCrest Asset Manangement
Minnesota
$332K -$57K -583 -15%
AO
753
Advisor OS
Illinois
$331K +$3.42K +35 +1%
CCB
754
Country Club Bank
Missouri
$330K – – –
BJL
755
Brighton Jones LLC
Washington
$326K +$70.3K +720 +30%
TIA
756
Tiemann Investment Advisors
California
$326K – – –
BF
757
BOK Financial
Oklahoma
$326K -$52.8K -540 -15%
FAFN
758
First Affirmative Financial Network
Colorado
$325K -$34.4K -352 -10%
FCP
759
Fidelis Capital Partners
Florida
$324K -$14.5K -148 -4%
ASN
760
Advisory Services Network
Georgia
$323K +$7.72K +79 +3%
MPM
761
MBB Public Markets
Illinois
$321K +$304K +3,113 New
LS
762
Livforsakringsbolaget Skandia
Sweden
$321K – – –
BWAM
763
Boyd Watterson Asset Management
Ohio
$320K -$10.5K -107 -3%
JLBC
764
J.L. Bainbridge & Co
Florida
$318K +$1.07K +11 +0.4%
RAM
765
Ramirez Asset Management
New York
$317K -$4.88K -50 -2%
BFS
766
Bard Financial Services
Connecticut
$315K – – –
EWA
767
EverSource Wealth Advisors
Alabama
$315K +$16.5K +169 +6%
AFG
768
Atomi Financial Group
New York
$314K +$297K +3,041 New
GPI
769
General Partner Inc
Pennsylvania
$313K – – –
MWM
770
Meridian Wealth Management
Kentucky
$313K +$3.32K +34 +1%
CCT
771
Chemung Canal Trust
New York
$312K -$10.9K -112 -4%
HWMO
772
Heritage Wealth Management (Ohio)
Ohio
$311K – – –
MUAMU
773
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$310K -$1.86M -19,000 -86%
VIM
774
Vancity Investment Management
British Columbia, Canada
$310K +$293K +3,001 New
BL
775
Bleichroeder LP
New York
$310K – – –
29 30
31
32 33