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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
801
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K -$21.5K -255 -9%
GLA
802
Great Lakes Advisors
Illinois
$237K +$224K +2,658 New
SIM
803
Sentry Investment Management
Wisconsin
$236K – – –
APP
804
Avantax Planning Partners
Iowa
$236K +$7.41K +88 +3%
HH
805
Hilltop Holdings
Texas
$236K +$18.2K +216 +9%
CCM
806
Cullen Capital Management
New York
$236K – – –
B
807
Bellecapital
Switzerland
$234K – – –
SWA
808
Stratos Wealth Advisors
Ohio
$233K +$168 +2 +0.1%
AIM
809
Anchor Investment Management
South Carolina
$233K – – –
ST
810
Sentinel Trust
Texas
$232K +$84 +1 +0%
LB
811
Legacy Bridge
Iowa
$231K -$26.5K -315 -11%
PSP
812
Principal Street Partners
Tennessee
$230K – – –
AIM
813
Avity Investment Management
Connecticut
$230K -$63.2K -750 -23%
IFWM
814
Institute for Wealth Management
Colorado
$229K -$1.26K -15 -0.6%
CWP
815
Cyndeo Wealth Partners
Florida
$228K -$5.14K -61 -2%
VSQM
816
V-Square Quantitative Management
Illinois
$226K -$1.94K -23 -0.9%
CF
817
Centaurus Financial
California
$226K -$29.6K -351 -12%
GC
818
Gratus Capital
Georgia
$224K -$3.03K -36 -1%
COCM
819
Charter Oak Capital Management
New Hampshire
$223K -$1.18K -14 -0.6%
CA
820
Cullinan Associates
Kentucky
$223K +$4.21K +50 +2%
BEAM
821
Baker Ellis Asset Management
Washington
$222K – – –
MF
822
Montis Financial
Massachusetts
$221K – – –
DAS
823
Dynamic Advisor Solutions
Arizona
$221K +$209K +2,480 New
BJL
824
Brighton Jones LLC
Washington
$219K +$2.02K +24 +1%
WFAG
825
Wescott Financial Advisory Group
Pennsylvania
$219K – – –
31 32
33
34 35