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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
EverSource Wealth Advisors
Alabama
$233K +$41K +493 +23%
LWANC
827
Laurel Wealth Advisors (North Carolina)
North Carolina
$232K -$1.41K -17 -0.7%
CWP
828
Cyndeo Wealth Partners
Florida
$230K +$2.25K +27 +1%
MYIA
829
Mount Yale Investment Advisors
Colorado
$228K -$64.5K -776 -23%
CA
830
Cullinan Associates
Kentucky
$228K -$4.24K -51 -2%
PFGIA
831
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$12.3K -148 -5%
HCM
832
Howland Capital Management
Massachusetts
$227K – – –
SFP
833
Sterling Financial Planning
New Jersey
$224K +$208K +2,500 New
NIM
834
Northeast Investment Management
Massachusetts
$223K -$90.3K -1,086 -30%
GLA
835
Great Lakes Advisors
Illinois
$223K -$15.5K -186 -7%
MF
836
Montis Financial
Massachusetts
$221K +$206K +2,473 New
WFAG
837
Wescott Financial Advisory Group
Pennsylvania
$220K +$204K +2,458 New
FTC
838
Farmers Trust Company
Ohio
$219K +$204K +2,450 New
FCMC
839
Founders Capital Management (Connecticut)
Connecticut
$219K +$204K +2,450 New
GC
840
Gratus Capital
Georgia
$219K -$5.99K -72 -3%
LSAG
841
Lake Street Advisors Group
New Hampshire
$218K +$203K +2,438 New
SOW
842
State of Wyoming
Wyoming
$218K -$54.5K -656 -21%
HW
843
Hancock Whitney
Mississippi
$218K -$8.4K -101 -4%
ATC
844
Adirondack Trust Company
New York
$218K -$30.9K -372 -14%
RCM
845
Radnor Capital Management
Pennsylvania
$217K +$201K +2,423 New
MNG
846
Manning & Napier Group
New York
$217K +$202K +2,424 New
COCM
847
Charter Oak Capital Management
New Hampshire
$217K -$7.23K -87 -3%
CTA
848
Colonial Trust Advisors
South Carolina
$217K -$111K -1,338 -36%
AA
849
Advisory Alpha
Michigan
$215K +$200K +2,408 New
CWM
850
Congress Wealth Management
Massachusetts
$215K +$200K +2,407 New
32 33
34
35 36