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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
801
Penserra Capital Management
California
$266K +$95.1K +948 +49%
BFA
802
Bragg Financial Advisors
North Carolina
$266K -$30.1K -300 -9%
GVAG
803
Great Valley Advisor Group
Delaware
$265K +$12.6K +126 +5%
FCM
804
Fourpath Capital Management
Oklahoma
$264K – – –
HCM
805
Howland Capital Management
Massachusetts
$264K +$38.4K +383 +16%
CWP
806
Cyndeo Wealth Partners
Florida
$263K – – –
RWM
807
Ritholtz Wealth Management
New York
$263K -$1.3K -13 -0.5%
RWP
808
RWA Wealth Partners
Massachusetts
$263K +$1.8K +18 +0.6%
DLA
809
Douglas Lane & Associates
New York
$262K -$4.01K -40 -1%
SC
810
SouthState Corp
Florida
$260K – – –
PSP
811
Principal Street Partners
Tennessee
$260K -$59.1K -589 -17%
AA
812
Ancora Advisors
Ohio
$260K +$2.81K +28 +1%
JMFC
813
J.M. Forbes & Co
Massachusetts
$260K -$5.21K -52 -2%
RP
814
Riverwater Partners
Wisconsin
$259K -$9.83K -98 -3%
MPIA
815
Mountain Pacific Investment Advisers
Idaho
$258K – – –
SWM
816
SeaCrest Wealth Management
New York
$257K +$78K +778 +39%
MBT
817
Montecito Bank & Trust
California
$257K – – –
CAG
818
Crestwood Advisors Group
Massachusetts
$257K +$7.12K +71 +3%
HS
819
Horan Securities
United States
$256K +$100 +1 +0%
KOMWMG
820
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$256K – – –
ST
821
Sentinel Trust
Texas
$255K – – –
HCM
822
Howard Capital Management
Georgia
$254K +$13.9K +139 +5%
RC
823
Rovin Capital
Arizona
$251K -$11.7K -117 -4%
CCM
824
Coldstream Capital Management
Washington
$249K +$10.9K +109 +4%
CGL
825
Clarius Group LLC
Washington
$249K +$201 +2 +0.1%
31 32
33
34 35