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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
776
Intrua Financial
Texas
$239K +$6.37K +77 +3%
ESB
777
Essex Savings Bank
Connecticut
$237K – – –
PG
778
Proffitt & Goodson
Tennessee
$236K +$7.28K +88 +3%
FCBT
779
First Citizens Bank & Trust
North Carolina
$235K -$12.4K -150 -5%
GPI
780
General Partner Inc
Pennsylvania
$235K -$39.7K -480 -14%
NIM
781
Northeast Investment Management
Massachusetts
$235K – – –
PFS
782
Prospera Financial Services
Texas
$235K -$6.37K -77 -3%
AA
783
Addison Advisors
Vermont
$233K +$8.69K +105 +4%
KOMWMG
784
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K – – –
LWCFA
785
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K -$20.7K -250 -8%
ICG
786
InterOcean Capital Group
Tennessee
$230K -$1.82K -22 -0.8%
CC
787
Cipher Capital
New York
$230K +$225K +2,724 New
ATC
788
Adirondack Trust Company
New York
$229K +$7.03K +85 +3%
PGCM
789
Prescott Group Capital Management
Oklahoma
$228K – – –
FTC
790
Farmers Trust Company
Ohio
$228K -$2.07K -25 -0.9%
PFGIA
791
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$7.2K -87 -3%
ACP
792
Aveo Capital Partners
Colorado
$224K – – –
SIM
793
Sentry Investment Management
Wisconsin
$224K -$234K -2,825 -52%
CCM
794
Cullen Capital Management
New York
$223K – – –
B
795
Bellecapital
Switzerland
$221K – – –
CWP
796
Cyndeo Wealth Partners
Florida
$221K -$5.71K -69 -3%
SWA
797
Stratos Wealth Advisors
Ohio
$221K -$95.2K -1,150 -31%
AIM
798
Anchor Investment Management
South Carolina
$221K – – –
ST
799
Sentinel Trust
Texas
$219K +$215K +2,600 New
IFWM
800
Institute for Wealth Management
Colorado
$219K -$5.79K -70 -3%
30 31
32
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