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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
801
Heritage Wealth Management (Ohio)
Ohio
$299K – – –
BL
802
Bleichroeder LP
New York
$297K – – –
SLT
803
St Louis Trust
Missouri
$297K – – –
SFM
804
Systematic Financial Management
New Jersey
$297K – – –
HBW
805
Hazlett, Burt & Watson
West Virginia
$297K – – –
MUAMU
806
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$297K – – –
FFA
807
Farther Finance Advisors
California
$297K +$14.6K +151 +5%
MMPW
808
Mitchell McLeod Pugh & Williams
Alabama
$296K +$8.59K +89 +3%
MWM
809
Meridian Wealth Management
Kentucky
$295K -$4.25K -44 -1%
SMA
810
Sage Mountain Advisors
Georgia
$295K +$288K +2,984 New
FCBT
811
First Citizens Bank & Trust
North Carolina
$295K -$34.9K -361 -11%
P
812
Pitcairn
Pennsylvania
$294K -$140K -1,455 -33%
MP
813
McDonald Partners
Ohio
$292K -$483 -5 -0.2%
CT
814
Chicago Trust
Illinois
$289K -$2.8K -29 -1%
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$288K +$4.73K +49 +2%
SWMP
816
Signature Wealth Management Partners
New Jersey
$288K – – –
RWM
817
Ritholtz Wealth Management
New York
$288K +$193 +2 +0.1%
LCM
818
LCM Capital Management
Illinois
$288K – – –
FPL
819
Fortress Private Ledger
North Carolina
$287K +$85.8K +889 +44%
GLA
820
Great Lakes Advisors
Illinois
$286K +$15.9K +165 +6%
MOS
821
MGO One Seven
Ohio
$285K +$278K +2,878 New
AWM
822
Aprio Wealth Management
Georgia
$283K -$104K -1,080 -27%
FCM
823
Fourpath Capital Management
Oklahoma
$283K – – –
CAG
824
Cypress Advisory Group
Arizona
$282K -$4.83K -50 -2%
FHA
825
Flagship Harbor Advisors
Massachusetts
$282K -$12.5K -129 -4%
31 32
33
34 35