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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
851
Callan Capital
California
$215K +$200K +2,400 New
ADL
852
Asset Dedication LLC
California
$214K -$11.6K -140 -6%
JFGIW
853
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K +$185K +2,226 +1,455%
GG
854
Greenwood Gearhart
Arkansas
$213K -$11.8M -141,493 -98%
RMCM
855
Reynders McVeigh Capital Management
Massachusetts
$212K -$56K -673 -22%
APWM
856
Atlas Private Wealth Management
New York
$212K +$197K +2,366 New
DWT
857
Dorsey & Whitney Trust
South Dakota
$212K +$197K +2,364 New
FCBT
858
First Citizens Bank & Trust
North Carolina
$211K -$28.2K -339 -13%
AO
859
Advisor OS
Illinois
$211K +$196K +2,352 New
SL
860
Sentry LLC
Tennessee
$209K +$195K +2,341 New
HT
861
Headlands Technologies
Illinois
$209K +$195K +2,341 New
IFWM
862
Institute for Wealth Management
Colorado
$209K +$194K +2,337 New
CFAM
863
Center For Asset Management
Florida
$209K +$194K +2,334 New
OIA
864
Optimum Investment Advisors
Illinois
$208K -$39.5K -475 -17%
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$208K +$193K +2,322 New
CPA
866
Capital Planning Advisors
California
$207K +$193K +2,316 New
NPA
867
Nichols & Pratt Advisers
Massachusetts
$207K +$192K +2,315 New
WI
868
WBI Investments
New Jersey
$207K +$192K +2,312 New
BWP
869
BSW Wealth Partners
Colorado
$206K +$192K +2,304 New
MWM
870
Mission Wealth Management
California
$206K +$192K +2,304 New
ST
871
Sabal Trust
Florida
$206K +$191K +2,303 New
MC
872
Middleton & Co
Massachusetts
$206K +$191K +2,300 New
SRL
873
Scientech Research LLC
New Jersey
$205K +$190K +2,288 New
PHK
874
Point72 Hong Kong
Hong Kong
$204K +$189K +2,275 New
CCA
875
Cobblestone Capital Advisors
New York
$203K +$189K +2,273 New
33 34
35
36 37