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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Congress Wealth Management
Massachusetts
$286K +$275K +3,285 New
FFS
802
Founders Financial Securities
Maryland
$284K +$15.2K +181 +6%
IFAM
803
Institutional & Family Asset Management
Colorado
$283K – – –
JMFC
804
J.M. Forbes & Co
Massachusetts
$283K +$20.7K +247 +8%
JAFL
805
Jay A. Fishman Ltd
Michigan
$283K +$26.1K +312 +11%
BEAM
806
Baker Ellis Asset Management
Washington
$282K – – –
RMCM
807
Reynders McVeigh Capital Management
Massachusetts
$281K +$20.3K +243 +8%
NF
808
NTB Financial
Colorado
$280K +$269K +3,214 New
GIM
809
Goelzer Investment Management
Indiana
$279K +$4.86K +58 +2%
DTC
810
Davidson Trust Company
Washington
$279K +$46K +550 +21%
MGIM
811
M&G Investment Management
United Kingdom
$279K +$52.1K +623 +24%
NFG
812
Next Financial Group
Texas
$277K -$419 -5 -0.2%
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$275K – – –
SWMP
814
Signature Wealth Management Partners
New Jersey
$275K – – –
SIA
815
Soltis Investment Advisors
Utah
$275K +$4.27K +51 +2%
ATC
816
Adirondack Trust Company
New York
$274K -$18.6K -222 -7%
WA
817
WBH Advisory
Maryland
$274K – – –
HW
818
Hancock Whitney
Mississippi
$271K -$8.37K -100 -3%
AA
819
Ancora Advisors
Ohio
$271K -$4.18K -50 -2%
LWANC
820
Laurel Wealth Advisors (North Carolina)
North Carolina
$270K – – –
9WM
821
9258 Wealth Management
Ohio
$270K +$1.42K +17 +0.6%
OWP
822
Obermeyer Wealth Partners
Colorado
$269K – – –
ST
823
Spinnaker Trust
Maine
$269K +$30.4K +363 +13%
DHFB
824
Dixon Hubard Feinour & Brown
Virginia
$268K +$9.79K +117 +4%
LB
825
Legacy Bridge
Iowa
$268K +$19.7K +235 +8%
31 32
33
34 35