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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
751
Northwest Bancshares
Pennsylvania
$347K – – –
CPIG
752
Chicago Partners Investment Group
Illinois
$347K +$117K +1,207 +45%
MMH
753
Menora Mivtachim Holdings
Israel
$347K -$106M -1,096,496 -100%
AA
754
Addison Advisors
Vermont
$346K +$2.32K +24 +0.7%
AP
755
Americana Partners
Texas
$344K -$1.45K -15 -0.4%
FM
756
Foster & Motley
Ohio
$344K -$11.2K -116 -3%
NAM
757
NorthCrest Asset Manangement
Minnesota
$344K +$23.2K +240 +7%
MG
758
Mather Group
Illinois
$344K -$48.2K -499 -13%
BFO
759
Boston Family Office
Massachusetts
$343K – – –
HSA
760
HBK Sorce Advisory
Pennsylvania
$340K +$3.38K +35 +1%
PI
761
PFG Investments
New York
$339K +$11.7K +121 +4%
BF
762
BOK Financial
Oklahoma
$339K +$25.9K +268 +8%
FNB
763
Farmers National Bank
Kentucky
$339K – – –
FIM
764
Fruth Investment Management
Texas
$336K – – –
NAM
765
NTV Asset Management
West Virginia
$333K – – –
DWM
766
Defined Wealth Management
Oregon
$333K +$772 +8 +0.2%
TBA
767
Tower Bridge Advisors
Pennsylvania
$331K – – –
TCA
768
Transcend Capital Advisors
New Jersey
$323K +$315K +3,265 New
AWM
769
Axxcess Wealth Management
California
$323K -$3.09K -32 -1%
AO
770
Advisor OS
Illinois
$322K +$4.73K +49 +2%
HCM
771
Howland Capital Management
Massachusetts
$322K +$38.6K +400 +14%
TH
772
TCTC Holdings
Texas
$322K – – –
IFG
773
Independent Financial Group
California
$321K +$38.1K +395 +14%
ILI
774
Invesco LLC (Illinois)
Illinois
$319K -$2.9K -30 -0.9%
IWM
775
IHT Wealth Management
Illinois
$319K -$142K -1,470 -31%
29 30
31
32 33