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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
826
Tiedemann Advisors
New York
$211K – – –
VF
827
Virtu Financial
New York
$210K +$200K +3,064 New
BEAM
828
Baker Ellis Asset Management
Washington
$209K -$34.3K -525 -15%
SIA
829
Soltis Investment Advisors
Utah
$209K -$2.68K -41 -1%
IFWM
830
Institute for Wealth Management
Colorado
$208K -$56K -857 -22%
FTC
831
Farmers Trust Company
Ohio
$207K -$16.3K -250 -8%
JMFC
832
J.M. Forbes & Co
Massachusetts
$207K -$2.03K -31 -1%
UHC
833
Union Heritage Capital
Michigan
$207K +$198K +3,030 New
ACA
834
Atlas Capital Advisors
Wyoming
$205K – – –
MWM
835
Meridian Wealth Management
Kentucky
$205K -$31.6K -484 -14%
APP
836
Avantax Planning Partners
Iowa
$205K -$1.96K -30 -1%
BL
837
Bleichroeder LP
New York
$205K – – –
SFM
838
Systematic Financial Management
New Jersey
$205K – – –
MF
839
Montis Financial
Massachusetts
$205K +$193K +2,953 New
SW
840
SlateStone Wealth
Florida
$204K – – –
FTDI
841
First Trust Direct Indexing
Massachusetts
$203K -$136K -2,080 -41%
NP
842
NorthRock Partners
Minnesota
$203K -$26.3K -403 -12%
CGL
843
Clarius Group LLC
Washington
$203K +$194K +2,963 New
ESB
844
Essex Savings Bank
Connecticut
$200K -$22.2K -340 -10%
FMLI
845
Fukoku Mutual Life Insurance
Japan
$199K – – –
LB
846
Legacy Bridge
Iowa
$198K -$7.13K -109 -4%
OIA
847
Optimum Investment Advisors
Illinois
$195K -$9.8K -150 -5%
FP
848
Financial Perspectives
Minnesota
$194K +$855K +13,085 +6,745%
AIM
849
Anchor Investment Management
South Carolina
$194K -$8.17K -125 -4%
PG
850
Proffitt & Goodson
Tennessee
$193K -$16.3K -250 -8%
32 33
34
35 36