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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
851
Atlas Private Wealth Management
New York
$235K +$462 +5 +0.2%
ADL
852
Asset Dedication LLC
California
$235K +$92 +1 +0%
GG
853
Greenwood Gearhart
Arkansas
$233K -$2.59K -28 -1%
SL
854
Sentry LLC
Tennessee
$232K – – –
EWA
855
EverSource Wealth Advisors
Alabama
$232K -$6.01K -65 -2%
CPA
856
Capital Planning Advisors
California
$231K +$1.11K +12 +0.5%
OIA
857
Optimum Investment Advisors
Illinois
$231K – – –
ST
858
Sabal Trust
Florida
$229K – – –
BPWM
859
Badgley Phelps Wealth Managers
Washington
$228K -$60.1K -650 -22%
WTA
860
Washington Trust Advisors
Massachusetts
$228K -$41.6K -450 -16%
ATC
861
Adirondack Trust Company
New York
$227K – – –
NRD
862
Nebula Research & Development
New York
$225K -$594K -6,432 -74%
NGA
863
Naples Global Advisors
Florida
$225K – – –
AA
864
AJ Advisors
Tennessee
$224K +$739 +8 +0.4%
BCA
865
Bay Colony Advisors
Massachusetts
$224K +$208K +2,252 New
HIC
866
Hartline Investment Corp
Illinois
$224K +$208K +2,252 New
PWPS
867
Pinnacle Wealth Planning Services
Ohio
$220K -$9.52K -103 -4%
TWP
868
Tyche Wealth Partners
Texas
$219K -$4.62K -50 -2%
PA
869
Procyon Advisors
Connecticut
$217K +$202K +2,189 New
DDC
870
DF Dent & Co
Maryland
$217K -$7.02K -76 -3%
NSIM
871
North Star Investment Management
Illinois
$217K +$54.7K +592 +37%
MCM
872
Manchester Capital Management
Vermont
$215K +$370 +4 +0.2%
IFWM
873
Institute for Wealth Management
Colorado
$215K -$15.9K -172 -7%
LIM
874
Leavell Investment Management
Alabama
$214K +$199K +2,157 New
PBC
875
Pavion Blue Capital
California
$214K +$199K +2,151 New
33 34
35
36 37