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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
801
Fourpath Capital Management
Oklahoma
$294K – – –
HCM
802
Howland Capital Management
Massachusetts
$294K – – –
IFG
803
Independent Financial Group
California
$294K +$278K +2,848 New
CWP
804
Cyndeo Wealth Partners
Florida
$293K – – –
SFS
805
Sowell Financial Services
Arkansas
$291K +$276K +2,824 New
FCG
806
Fielder Capital Group
Tennessee
$291K -$7.62K -78 -3%
FFS
807
Founders Financial Securities
Maryland
$290K +$12.2K +125 +4%
JMFC
808
J.M. Forbes & Co
Massachusetts
$289K – – –
RWP
809
RWA Wealth Partners
Massachusetts
$289K -$3.22K -33 -1%
CAS
810
CTC Alternative Strategies
Illinois
$289K +$274K +2,800 New
NECFA
811
New England Capital Financial Advisors
Connecticut
$287K -$13.5K -138 -5%
CFG
812
Citizens Financial Group
Rhode Island
$287K +$31.7K +324 +13%
CW
813
CreativeOne Wealth
Kansas
$286K -$14.5K -148 -5%
AA
814
Ancora Advisors
Ohio
$286K -$3.81K -39 -1%
HS
815
Horan Securities
United States
$286K +$195 +2 +0.1%
KOMWMG
816
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$285K – – –
DLA
817
Douglas Lane & Associates
New York
$284K -$6.94K -71 -3%
ST
818
Sentinel Trust
Texas
$284K +$391 +4 +0.1%
BFA
819
Bragg Financial Advisors
North Carolina
$284K -$11.6K -119 -4%
SCA
820
Stonebridge Capital Advisors
Minnesota
$283K +$20.8K +213 +8%
DJSG
821
D.J. St. Germain
Massachusetts
$282K -$14.1K -144 -5%
GLA
822
Great Lakes Advisors
Illinois
$282K +$37.1K +380 +16%
MMA
823
Miracle Mile Advisors
California
$281K +$266K +2,724 New
ONB
824
Old National Bancorp
Indiana
$281K -$56.4K -577 -17%
MBT
825
Montecito Bank & Trust
California
$280K -$5.86K -60 -2%
31 32
33
34 35