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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
826
Aull & Monroe Investment Management
Alabama
$282K -$128K -1,325 -32%
RP
827
Riverwater Partners
Wisconsin
$282K -$4.05K -42 -1%
IA
828
Integrity Alliance
Iowa
$281K -$350K -3,628 -56%
CWP
829
Cyndeo Wealth Partners
Florida
$281K – – –
SAM
830
S.A. Mason
Michigan
$279K -$6.37K -66 -2%
CCM
831
Coldstream Capital Management
Washington
$279K -$5.12K -53 -2%
AA
832
Ancora Advisors
Ohio
$278K +$3.57K +37 +1%
RWP
833
RWA Wealth Partners
Massachusetts
$277K -$97 -1 -0%
NECFA
834
New England Capital Financial Advisors
Connecticut
$277K +$772 +8 +0.3%
CAMG
835
CWA Asset Management Group
Florida
$276K +$24.3K +252 +10%
JMFC
836
J.M. Forbes & Co
Massachusetts
$275K -$2.22K -23 -0.8%
MMA
837
Miracle Mile Advisors
California
$275K +$5.21K +54 +2%
HS
838
Horan Securities
United States
$274K +$193 +2 +0.1%
BFS
839
Bard Financial Services
Connecticut
$274K -$27.5K -285 -9%
KOMWMG
840
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K – – –
BAM
841
Blueshift Asset Management
New Jersey
$273K +$266K +2,759 New
ST
842
Sentinel Trust
Texas
$273K -$193 -2 -0.1%
CW
843
CreativeOne Wealth
Kansas
$272K -$2.12K -22 -0.8%
DA
844
Dover Advisors
Virginia
$268K -$22.7K -235 -8%
ST
845
Spinnaker Trust
Maine
$266K – – –
COCM
846
Charter Oak Capital Management
New Hampshire
$265K +$15.2K +157 +6%
CCA
847
Cobblestone Capital Advisors
New York
$265K +$18.2K +189 +8%
LWANC
848
Laurel Wealth Advisors (North Carolina)
North Carolina
$264K +$13.3K +138 +5%
EWM
849
Empirical Wealth Management
Washington
$264K -$65.6K -680 -20%
ECM
850
Evergreen Capital Management
Washington
$264K +$15.3K +159 +6%
32 33
34
35 36