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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
801
Court Place Advisors
Maryland
$267K -$17.1K -185 -6%
SCM
802
Shelton Capital Management
Colorado
$267K -$9.24K -100 -4%
CT
803
Chicago Trust
Illinois
$266K +$2.31K +25 +0.9%
9WM
804
9258 Wealth Management
Ohio
$266K – – –
FL
805
Fort LP
Maryland
$265K -$23.5K -254 -9%
LWCFA
806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265K -$1.94K -21 -0.8%
FNT
807
First National Trust
Pennsylvania
$264K -$6.66K -72 -3%
SC
808
Sapient Capital
Indiana
$264K -$739 -8 -0.3%
B
809
Bellecapital
Switzerland
$260K – – –
MCA
810
MSH Capital Advisors
Arizona
$260K -$4.07K -44 -2%
AIM
811
Anchor Investment Management
South Carolina
$260K – – –
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K – – –
BCM
813
Brookstone Capital Management
Illinois
$257K +$239K +2,587 New
LGF
814
LGT Group Foundation
Liechtenstein
$257K -$160K -1,731 -40%
FFM
815
Forum Financial Management
Illinois
$256K -$41.4K -448 -15%
LSAG
816
Lake Street Advisors Group
New Hampshire
$255K +$11.8K +128 +5%
CWP
817
Cyndeo Wealth Partners
Florida
$254K -$462 -5 -0.2%
EH
818
Equitable Holdings
New York
$253K -$24.7K -267 -9%
RCAG
819
Rehmann Capital Advisory Group
Michigan
$253K +$236K +2,550 New
HW
820
Hancock Whitney
Mississippi
$253K +$10.3K +111 +5%
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$252K -$92 -1 -0%
FCMC
822
Founders Capital Management (Connecticut)
Connecticut
$251K +$6.93K +75 +3%
ACP
823
Aveo Capital Partners
Colorado
$251K +$1.48K +16 +0.6%
SFP
824
Sterling Financial Planning
New Jersey
$248K – – –
AWM
825
Aprio Wealth Management
Georgia
$248K +$231K +2,496 New
31 32
33
34 35