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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
776
Pointe Capital Management
Michigan
$294K -$7.47K -100 -2%
AWMM
777
Aegis Wealth Management (Maryland)
Maryland
$291K +$304K +4,069 New
WANY
778
Wealthspire Advisors (New York)
New York
$291K +$304K +4,065 New
WDA
779
Wendell David Associates
New Hampshire
$288K – – –
CFO
780
Cambient Family Office
Michigan
$288K -$2.01M -26,882 -87%
KIA
781
Knollwood Investment Advisory
Maryland
$287K – – –
GF
782
Gabelli Funds
New York
$286K -$105K -1,400 -26%
VHAM
783
Van Hulzen Asset Management
California
$286K +$299K +4,000 New
RC
784
Rexford Capital
Texas
$283K +$7.1K +95 +2%
PP
785
Patten & Patten
Tennessee
$280K – – –
HW
786
Hancock Whitney
Mississippi
$279K -$2.84K -38 -1%
RWM
787
Rialto Wealth Management
New York
$279K -$598 -8 -0.2%
SCM
788
Shelton Capital Management
Colorado
$277K – – –
1SB
789
1ST Source Bank
Indiana
$274K -$6.5K -87 -2%
FWTB
790
First Western Trust Bank
Colorado
$274K – – –
AP
791
Atwood & Palmer
Missouri
$274K – – –
HSA
792
HBK Sorce Advisory
Pennsylvania
$273K -$27.3K -365 -9%
PTC
793
Philadelphia Trust Company
Pennsylvania
$273K – – –
RA
794
Riversedge Advisors
Delaware
$272K +$284K +3,801 New
HPCM
795
Hunter Perkins Capital Management
Illinois
$272K -$13.5K -181 -5%
PI
796
PFG Investments
New York
$272K +$43.2K +578 +18%
BHWM
797
Bar Harbor Wealth Management
New Hampshire
$271K – – –
PA
798
Profund Advisors
Maryland
$266K +$4.71K +63 +2%
FPL
799
Fortress Private Ledger
North Carolina
$266K -$128K -1,710 -32%
GM
800
GeoWealth Management
Illinois
$265K +$276K +3,700 New
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