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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
776
St Louis Trust
Missouri
$310K – – –
SFM
777
Systematic Financial Management
New Jersey
$310K – – –
HBW
778
Hazlett, Burt & Watson
West Virginia
$309K -$14.2K -145 -5%
PSP
779
Principal Street Partners
Tennessee
$309K +$18.2K +186 +7%
PPWP
780
Premier Path Wealth Partners
New Jersey
$308K +$39.3K +402 +16%
KFS
781
Keynote Financial Services
Connecticut
$307K – – –
FHA
782
Flagship Harbor Advisors
Massachusetts
$307K -$20.6K -211 -7%
SWP
783
Sagespring Wealth Partners
Tennessee
$306K +$290K +2,966 New
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$306K +$74.1K +758 +34%
FFM
785
Forum Financial Management
Illinois
$305K +$6.06K +62 +2%
MP
786
McDonald Partners
Ohio
$305K -$2.44K -25 -0.8%
CT
787
Chicago Trust
Illinois
$304K -$46.9K -480 -14%
CT
788
Caldwell Trust
Florida
$304K -$123K -1,255 -30%
DA
789
Dover Advisors
Virginia
$303K -$4.3K -44 -1%
SWMP
790
Signature Wealth Management Partners
New Jersey
$300K – – –
RWM
791
Ritholtz Wealth Management
New York
$300K +$6.74K +69 +2%
LCM
792
LCM Capital Management
Illinois
$300K -$2.35K -24 -0.8%
MMPW
793
Mitchell McLeod Pugh & Williams
Alabama
$299K – – –
CAG
794
Cypress Advisory Group
Arizona
$299K – – –
CC
795
Callan Capital
California
$299K +$24K +246 +9%
RP
796
Riverwater Partners
Wisconsin
$298K +$8.89K +91 +3%
SAM
797
S.A. Mason
Michigan
$298K -$879 -9 -0.3%
FFA
798
Farther Finance Advisors
California
$296K +$143K +1,466 +106%
CCM
799
Coldstream Capital Management
Washington
$296K +$17.4K +178 +7%
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$295K -$3.13K -32 -1%
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