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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
801
Cyndeo Wealth Partners
Florida
$211K +$199K +2,690 New
IFWM
802
Institute for Wealth Management
Colorado
$208K +$196K +2,660 New
SCM
803
Shelton Capital Management
Colorado
$208K +$196K +2,659 New
AA
804
Addison Advisors
Vermont
$208K +$23.4K +317 +14%
ACP
805
Aveo Capital Partners
Colorado
$208K +$196K +2,655 New
BJL
806
Brighton Jones LLC
Washington
$208K -$73.3K -993 -27%
CCM
807
Cullen Capital Management
New York
$207K +$195K +2,646 New
AWM
808
Aevitas Wealth Management
Massachusetts
$206K +$195K +2,637 New
ATC
809
Adirondack Trust Company
New York
$206K -$3.32K -45 -2%
B
810
Bellecapital
Switzerland
$205K +$194K +2,624 New
PSP
811
Principal Street Partners
Tennessee
$205K +$193K +2,617 New
AIM
812
Anchor Investment Management
South Carolina
$205K – – –
BP
813
Ballentine Partners
Massachusetts
$204K +$192K +2,604 New
LIM
814
Leavell Investment Management
Alabama
$203K +$191K +2,589 New
MPI
815
Mairs & Power Inc
Minnesota
$202K +$190K +2,576 New
PFM
816
Patton Fund Management
Texas
$200K +$189K +2,556 New
ADL
817
Asset Dedication LLC
California
$193K -$1.25K -17 -0.7%
AF
818
Arrow Financial
New York
$186K -$2.36K -32 -1%
SOW
819
State of Wyoming
Wyoming
$184K +$78K +1,057 +81%
OIA
820
Optimum Investment Advisors
Illinois
$182K – – –
SVCP
821
Silicon Valley Capital Partners
California
$178K +$168K +2,272 New
LCM
822
Logan Capital Management
Pennsylvania
$177K – – –
FFC
823
First Financial Corp
Indiana
$167K – – –
EWA
824
EverSource Wealth Advisors
Alabama
$165K +$5.91K +80 +4%
CHA
825
Carmichael Hill & Associates
Maryland
$163K -$16.8K -227 -10%
31 32
33
34 35