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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
826
Haverford Trust Company
Pennsylvania
$228K +$237K +2,963 New
RSVP
827
Ramsay Stattman Vela & Price
Colorado
$225K – – –
AA
828
Ancora Advisors
Ohio
$223K -$17.4K -218 -7%
DJSG
829
D.J. St. Germain
Massachusetts
$223K -$7.75K -97 -3%
MWM
830
Meridian Wealth Management
Kentucky
$223K -$6.79K -85 -3%
APP
831
Avantax Planning Partners
Iowa
$223K -$5.83K -73 -2%
HCM
832
Howland Capital Management
Massachusetts
$223K +$1.04K +13 +0.5%
EAM
833
Empirical Asset Management
Massachusetts
$223K +$231K +2,896 New
CI
834
Conning Inc
Connecticut
$222K -$55.1K -690 -19%
CT
835
Chicago Trust
Illinois
$222K -$2.64K -33 -1%
FFM
836
Forum Financial Management
Illinois
$222K +$36.4K +455 +19%
DTC
837
Davidson Trust Company
Washington
$219K -$28.8K -360 -11%
IFWM
838
Institute for Wealth Management
Colorado
$219K -$959 -12 -0.4%
TA
839
Tiedemann Advisors
New York
$219K – – –
FTC
840
Farmers Trust Company
Ohio
$218K -$9.59K -120 -4%
GWM
841
Geneos Wealth Management
Colorado
$217K -$10.5K -131 -4%
QCG
842
Quadrant Capital Group
Ohio
$217K +$3.76K +47 +2%
RIA
843
Richwood Investment Advisors
Ohio
$217K +$212K +2,650 +1,616%
NIM
844
Northeast Investment Management
Massachusetts
$216K -$55.9K -700 -20%
AWA
845
Aaron Wealth Advisors
Illinois
$214K +$1.32M +16,467 New
BCM
846
Brookstone Capital Management
Illinois
$213K -$6.39K -80 -3%
IA
847
IFP Advisors
Florida
$213K +$245K +3,071 +223%
CFAM
848
Center For Asset Management
Florida
$212K +$220K +2,754 New
CCMW
849
Cypress Capital Management (Wyoming)
Wyoming
$210K -$57.9K -725 -21%
AIM
850
Anchor Investment Management
South Carolina
$209K – – –
32 33
34
35 36