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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
776
First Citizens Bank & Trust
North Carolina
$230K +$217K +2,940 New
CWM
777
Calamos Wealth Management
Illinois
$229K +$216K +2,925 New
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K -$2.81K -38 -1%
KTC
779
Kistler-Tiffany Companies
Pennsylvania
$228K -$3.25K -44 -1%
LB
780
Legacy Bridge
Iowa
$228K – – –
AA
781
Ancora Advisors
Ohio
$224K -$2.14K -29 -1%
ST
782
Spinnaker Trust
Maine
$224K +$211K +2,856 New
MMPW
783
Mitchell McLeod Pugh & Williams
Alabama
$223K +$211K +2,853 New
PFS
784
Prospera Financial Services
Texas
$223K +$211K +2,852 New
9WM
785
9258 Wealth Management
Ohio
$223K +$210K +2,849 New
FFA
786
First Foundation Advisors
California
$221K -$28.6K -387 -12%
EWA
787
EP Wealth Advisors
California
$221K +$208K +2,821 New
ESB
788
Essex Savings Bank
Connecticut
$220K +$207K +2,810 New
SIA
789
SkyView Investment Advisors
New Jersey
$220K +$207K +2,809 New
FCAG
790
First Capital Advisors Group
New Jersey
$220K +$207K +2,809 New
IF
791
Intrua Financial
Texas
$220K +$204K +2,757 New
NIM
792
Northeast Investment Management
Massachusetts
$218K +$205K +2,781 New
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$206K +2,784 New
KOMWMG
794
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$204K +2,765 New
CSS
795
Cubist Systematic Strategies
Connecticut
$215K -$1.4M -18,935 -87%
ICG
796
InterOcean Capital Group
Tennessee
$215K +$203K +2,747 New
FTC
797
Farmers Trust Company
Ohio
$213K +$201K +2,725 New
BAM
798
Belpointe Asset Management
Nevada
$213K +$50.5K +684 +34%
PG
799
Proffitt & Goodson
Tennessee
$212K – – –
QI
800
Qtron Investments
Massachusetts
$212K +$199K +2,701 New
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