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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
826
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$40.9K +547 +20%
NB
827
Northwest Bancshares
Pennsylvania
$239K – – –
AIP
828
Ameritas Investment Partners
Nebraska
$239K -$10.8K -145 -4%
KCP
829
Kera Capital Partners
California
$237K +$248K +3,315 New
QWM
830
Quadcap Wealth Management
Texas
$237K +$21K +281 +9%
FG
831
Fiduciary Group
Georgia
$236K -$14.9K -200 -6%
BIA
832
Bell Investment Advisors
California
$235K -$9.26K -124 -4%
BWAM
833
Boyd Watterson Asset Management
Ohio
$235K – – –
PIP
834
Philadelphia Investment Partners
New Jersey
$233K – – –
ACA
835
Aptus Capital Advisors
Alabama
$232K -$2.91K -39 -1%
ILI
836
Invesco LLC (Illinois)
Illinois
$231K – – –
TC
837
Tannin Capital
North Carolina
$229K +$239K +3,205 New
MAM
838
Mystic Asset Management
Rhode Island
$229K – – –
FIM
839
Fruth Investment Management
Texas
$229K -$11.2K -150 -4%
AFG
840
Atomi Financial Group
New York
$228K -$2.61K -35 -1%
RSWA
841
Robinson Smith Wealth Advisors
Maine
$227K -$40.8K -546 -15%
DDC
842
DF Dent & Co
Maryland
$227K – – –
DMBA
843
Deseret Mutual Benefit Administrators
Utah
$224K -$13K -174 -5%
PCP
844
Proficio Capital Partners
Massachusetts
$223K +$233K +3,118 New
CAM
845
Claret Asset Management
Quebec, Canada
$223K +$233K +3,119 New
IFG
846
Independent Financial Group
California
$221K -$20.3K -272 -8%
FHA
847
Flagship Harbor Advisors
Massachusetts
$220K -$13.5K -181 -6%
MWM
848
Meridian Wealth Management
Kentucky
$217K +$373 +5 +0.2%
GPI
849
General Partner Inc
Pennsylvania
$217K – – –
LFAS
850
Level Four Advisory Services
Texas
$217K +$226K +3,024 New
32 33
34
35 36