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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
776
Systematic Financial Management
New Jersey
$268K – – –
ESB
777
Essex Savings Bank
Connecticut
$268K – – –
SAM
778
S.A. Mason
Michigan
$267K -$998 -12 -0.4%
JMFC
779
J.M. Forbes & Co
Massachusetts
$266K – – –
GPI
780
General Partner Inc
Pennsylvania
$265K – – –
EW
781
Evoke Wealth
California
$265K -$6.43M -77,312 -96%
FCG
782
Fielder Capital Group
Tennessee
$265K +$246K +2,958 New
LCM
783
LCM Capital Management
Illinois
$264K -$1.16K -14 -0.5%
BPWM
784
Badgley Phelps Wealth Managers
Washington
$264K -$114K -1,367 -32%
SIG
785
Sky Investment Group
Connecticut
$263K -$10.4K -125 -4%
NECFA
786
New England Capital Financial Advisors
Connecticut
$262K +$665 +8 +0.3%
FL
787
Fort LP
Maryland
$261K -$18.3K -220 -7%
SWMP
788
Signature Wealth Management Partners
New Jersey
$260K – – –
CT
789
Colonial Trust
South Carolina
$260K +$76.9K +925 +47%
AIM
790
Avity Investment Management
Connecticut
$258K +$24.9K +300 +12%
FFS
791
Founders Financial Securities
Maryland
$257K +$16.7K +201 +8%
CPA
792
Court Place Advisors
Maryland
$257K -$4.07K -49 -2%
HH
793
Hilltop Holdings
Texas
$256K +$22K +264 +10%
GW
794
GW & Wade
Massachusetts
$256K -$41.6K -500 -15%
MMPW
795
Mitchell McLeod Pugh & Williams
Alabama
$255K – – –
AA
796
Ancora Advisors
Ohio
$254K +$83 +1 +0%
CRI
797
Colonial River Investments
Virginia
$253K +$235K +2,831 New
EH
798
Equitable Holdings
New York
$252K +$7.23K +87 +3%
APP
799
Avantax Planning Partners
Iowa
$251K +$234K +2,809 New
SCM
800
Shelton Capital Management
Colorado
$249K -$6.98K -84 -3%
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