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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
751
Fiduciary Group
Georgia
$342K -$13.4K -148 -4%
GI
752
GAMCO Investors
Connecticut
$338K – – –
BTW
753
Boston Trust Walden
Massachusetts
$338K – – –
MFS
754
Miller Financial Services
Michigan
$338K +$335K +3,695 New
BAAM
755
Baker Avenue Asset Management
California
$336K -$71.7K -790 -18%
PPW
756
Parcion Private Wealth
Washington
$334K +$113K +1,241 +51%
KA
757
Kintegral Advisory
New York
$333K -$1.45K -16 -0.4%
CHC
758
City Holding Co
West Virginia
$332K -$88.2K -972 -21%
HIC
759
Holderness Investments Company
North Carolina
$331K -$120K -1,320 -27%
NICM
760
Neo Ivy Capital Management
New York
$330K +$328K +3,612 New
O
761
Ossiam
France
$330K -$457K -5,038 -58%
GWM
762
GSB Wealth Management
Connecticut
$328K -$999 -11 -0.3%
AIP
763
Ameritas Investment Partners
Nebraska
$327K -$18.2K -201 -5%
BIA
764
Bell Investment Advisors
California
$325K +$545 +6 +0.2%
BRWA
765
B. Riley Wealth Advisors
Florida
$324K -$16.6K -183 -5%
PWMAG
766
Pinnacle Wealth Management Advisory Group
New Jersey
$324K +$91 +1 +0%
PI
767
PFG Investments
New York
$321K +$7.99K +88 +3%
NB
768
Northwest Bancshares
Pennsylvania
$320K – – –
PP
769
Patten & Patten
Tennessee
$320K – – –
TW
770
TritonPoint Wealth
Maryland
$320K +$41.6K +458 +15%
SPI
771
Strategic Planning Inc
Ohio
$320K -$3.9K -43 -1%
MMH
772
Menora Mivtachim Holdings
Israel
$320K – – –
AA
773
Addison Advisors
Vermont
$318K -$1.54K -17 -0.5%
BFO
774
Boston Family Office
Massachusetts
$317K – – –
GDP
775
Great Diamond Partners
Maine
$315K +$27.2K +300 +10%
29 30
31
32 33