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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
776
Wendell David Associates
New Hampshire
$288K – – –
CFO
777
Cambient Family Office
Michigan
$288K -$2.01M -26,882 -87%
KIA
778
Knollwood Investment Advisory
Maryland
$287K – – –
GF
779
Gabelli Funds
New York
$286K -$105K -1,400 -26%
VHAM
780
Van Hulzen Asset Management
California
$286K +$299K +4,000 New
RC
781
Rexford Capital
Texas
$283K +$7.1K +95 +2%
PP
782
Patten & Patten
Tennessee
$280K – – –
HW
783
Hancock Whitney
Mississippi
$279K -$2.84K -38 -1%
RWM
784
Rialto Wealth Management
New York
$279K -$598 -8 -0.2%
SCM
785
Shelton Capital Management
Colorado
$277K – – –
1SB
786
1ST Source Bank
Indiana
$274K -$6.5K -87 -2%
FWTB
787
First Western Trust Bank
Colorado
$274K – – –
AP
788
Atwood & Palmer
Missouri
$274K – – –
HSA
789
HBK Sorce Advisory
Pennsylvania
$273K -$27.3K -365 -9%
PTC
790
Philadelphia Trust Company
Pennsylvania
$273K – – –
RA
791
Riversedge Advisors
Delaware
$272K +$284K +3,801 New
HPCM
792
Hunter Perkins Capital Management
Illinois
$272K -$13.5K -181 -5%
PI
793
PFG Investments
New York
$272K +$43.2K +578 +18%
BHWM
794
Bar Harbor Wealth Management
New Hampshire
$271K – – –
PA
795
Profund Advisors
Maryland
$266K +$4.71K +63 +2%
FPL
796
Fortress Private Ledger
North Carolina
$266K -$128K -1,710 -32%
GM
797
GeoWealth Management
Illinois
$265K +$276K +3,700 New
EWA
798
EverSource Wealth Advisors
Alabama
$264K +$79.9K +1,070 +41%
MFS
799
Mirabella Financial Services
United Kingdom
$261K +$272K +3,648 New
SFG
800
Sovereign Financial Group
Connecticut
$261K -$10.2K -136 -4%
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