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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
801
Americana Partners
Texas
$298K – – –
BIA
802
Bell Investment Advisors
California
$298K -$13K -145 -4%
FIM
803
Fruth Investment Management
Texas
$297K – – –
EI
804
Ellevest Inc
New York
$295K -$106K -1,181 -26%
FNB
805
Farmers National Bank
Kentucky
$295K – – –
KIA
806
Kraematon Investment Advisors
Massachusetts
$294K -$47.1K -527 -14%
BF
807
BOK Financial
Oklahoma
$292K -$43K -481 -13%
DWM
808
Defined Wealth Management
Oregon
$291K -$89 -1 -0%
SPI
809
Strategic Planning Inc
Ohio
$291K -$14.9K -166 -5%
LWCFA
810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K -$1.43M -15,934 -83%
HCM
811
Howland Capital Management
Massachusetts
$290K +$6.44K +72 +2%
AWM
812
Aberdeen Wealth Management
Illinois
$288K – – –
FCBT
813
First Citizens Bank & Trust
North Carolina
$287K +$33.2K +371 +13%
MG
814
Mather Group
Illinois
$287K +$33.2K +371 +13%
RCA
815
Resonant Capital Advisors
Wisconsin
$286K -$45.8K -512 -14%
MMA
816
Miracle Mile Advisors
California
$285K +$11.7K +131 +4%
TH
817
TCTC Holdings
Texas
$284K – – –
PF
818
Phoenix Financial
Israel
$283K +$55.7K +623 +24%
BRWA
819
B. Riley Wealth Advisors
Florida
$282K -$28.4K -318 -9%
ILI
820
Invesco LLC (Illinois)
Illinois
$281K – – –
BWAM
821
Boyd Watterson Asset Management
Ohio
$281K +$11.1K +124 +4%
FM
822
Foster & Motley
Ohio
$281K – – –
FWCM
823
Ferguson Wellman Capital Management
Oregon
$276K -$69K -771 -20%
JTF
824
J. Team Financial
Texas
$276K +$13.6K +152 +5%
BPAMU
825
BTG Pactual Asset Management US
New York
$275K +$282K +3,153 New
31 32
33
34 35