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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
801
EverSource Wealth Advisors
Alabama
$264K +$79.9K +1,070 +41%
MFS
802
Mirabella Financial Services
United Kingdom
$261K +$272K +3,648 New
SFG
803
Sovereign Financial Group
Connecticut
$261K -$10.2K -136 -4%
BB
804
Busey Bank
Illinois
$260K -$224 -3 -0.1%
SC
805
Syon Capital
California
$260K +$271K +3,628 New
CI
806
Cigna Investments
Connecticut
$259K – – –
LWCFA
807
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$259K +$56K +750 +26%
CCA
808
Checchi Capital Advisers
California
$259K -$65.5K -877 -20%
MNBTD
809
Moody National Bank Trust Division
Texas
$257K +$2.24K +30 +0.8%
TTWM
810
TCV Trust & Wealth Management
Virginia
$255K -$11.4K -153 -4%
EP
811
Evelyn Partners
$254K +$265K +3,544 New
AP
812
Arlington Partners
Alabama
$253K +$36.4K +487 +16%
SG
813
StoneX Group
New York
$253K +$256K +3,426 New
HCM
814
Howland Capital Management
Massachusetts
$252K +$14.9K +199 +6%
MMH
815
Menora Mivtachim Holdings
Israel
$251K – – –
RCA
816
Resonant Capital Advisors
Wisconsin
$250K +$16.8K +225 +7%
IAS
817
Insigneo Advisory Services
Florida
$248K +$259K +3,463 New
FCM
818
Fourpath Capital Management
Oklahoma
$247K +$42.7K +571 +20%
EI
819
Ellevest Inc
New York
$246K +$7.17K +96 +3%
HIC
820
Holderness Investments Company
North Carolina
$245K -$5.75K -77 -2%
GDP
821
Great Diamond Partners
Maine
$243K – – –
KA
822
Kintegral Advisory
New York
$243K – – –
FNB
823
Farmers National Bank
Kentucky
$242K – – –
OFA
824
Orographic Financial Advisors
Colorado
$241K – – –
TH
825
TCTC Holdings
Texas
$240K +$21.6K +289 +9%
31 32
33
34 35