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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
826
Kera Capital Partners
California
$237K +$248K +3,315 New
QWM
827
Quadcap Wealth Management
Texas
$237K +$21K +281 +9%
FG
828
Fiduciary Group
Georgia
$236K -$14.9K -200 -6%
BIA
829
Bell Investment Advisors
California
$235K -$9.26K -124 -4%
BWAM
830
Boyd Watterson Asset Management
Ohio
$235K – – –
PIP
831
Philadelphia Investment Partners
New Jersey
$233K – – –
ACA
832
Aptus Capital Advisors
Alabama
$232K -$2.91K -39 -1%
ILI
833
Invesco LLC (Illinois)
Illinois
$231K – – –
TC
834
Tannin Capital
North Carolina
$229K +$239K +3,205 New
MAM
835
Mystic Asset Management
Rhode Island
$229K – – –
FIM
836
Fruth Investment Management
Texas
$229K -$11.2K -150 -4%
AFG
837
Atomi Financial Group
New York
$228K -$2.61K -35 -1%
RSWA
838
Robinson Smith Wealth Advisors
Maine
$227K -$40.8K -546 -15%
DDC
839
DF Dent & Co
Maryland
$227K – – –
DMBA
840
Deseret Mutual Benefit Administrators
Utah
$224K -$13K -174 -5%
PCP
841
Proficio Capital Partners
Massachusetts
$223K +$233K +3,118 New
CAM
842
Claret Asset Management
Quebec, Canada
$223K +$233K +3,119 New
IFG
843
Independent Financial Group
California
$221K -$20.3K -272 -8%
FHA
844
Flagship Harbor Advisors
Massachusetts
$220K -$13.5K -181 -6%
MWM
845
Meridian Wealth Management
Kentucky
$217K +$373 +5 +0.2%
GPI
846
General Partner Inc
Pennsylvania
$217K – – –
LFAS
847
Level Four Advisory Services
Texas
$217K +$226K +3,024 New
MMPW
848
Mitchell McLeod Pugh & Williams
Alabama
$216K -$4.48K -60 -2%
SL
849
Sentinus LLC
Illinois
$215K +$225K +3,009 New
SVWAG
850
Sound View Wealth Advisors Group
Georgia
$215K -$9.41K -126 -4%
32 33
34
35 36