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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
776
Caprock Group
Idaho
$307K +$295K +3,527 New
RP
777
Riverwater Partners
Wisconsin
$307K +$295K +3,527 New
NIM
778
Northeast Investment Management
Massachusetts
$305K -$33.2K -397 -10%
AWM
779
Altium Wealth Management
New York
$302K -$14.5K -173 -5%
CCMW
780
Cypress Capital Management (Wyoming)
Wyoming
$301K -$5.19K -62 -2%
CBB
781
Citizens Business Bank
California
$296K – – –
MPM
782
MBB Public Markets
Illinois
$296K +$284K +3,398 New
LBC
783
Lowe Brockenbrough & Co
Virginia
$293K -$11.5K -137 -4%
CL
784
CPWM LLC
Washington
$291K – – –
CGL
785
Clarius Group LLC
Washington
$291K +$13.8K +165 +5%
WWM
786
Western Wealth Management
Colorado
$291K +$285K +3,403 New
ACM
787
Argent Capital Management
Missouri
$290K – – –
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$84 +1 +0%
FHA
789
First Horizon Advisors
Tennessee
$289K -$22.6K -270 -8%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$289K +$1.67K +20 +0.6%
AIM
791
Avity Investment Management
Connecticut
$288K -$1.59K -19 -0.6%
DWM
792
Defined Wealth Management
Oregon
$288K – – –
RIL
793
Rothschild Investment LLC
Illinois
$288K – – –
B
794
Bailard
California
$286K -$10.2K -122 -4%
CWM
795
Congress Wealth Management
Massachusetts
$286K +$275K +3,285 New
FFS
796
Founders Financial Securities
Maryland
$284K +$15.2K +181 +6%
IFAM
797
Institutional & Family Asset Management
Colorado
$283K – – –
JMFC
798
J.M. Forbes & Co
Massachusetts
$283K +$20.7K +247 +8%
JAFL
799
Jay A. Fishman Ltd
Michigan
$283K +$26.1K +312 +11%
BEAM
800
Baker Ellis Asset Management
Washington
$282K – – –
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