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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
851
Charter Oak Capital Management
New Hampshire
$260K -$488 -5 -0.2%
SFP
852
Sterling Financial Planning
New Jersey
$259K – – –
ECM
853
Evergreen Capital Management
Washington
$259K +$245K +2,508 New
SCM
854
Shelton Capital Management
Colorado
$257K -$6.84K -70 -3%
KIA
855
KCM Investment Advisors
California
$257K -$4.4K -45 -2%
FRA
856
Frank Rimerman Advisors
California
$257K -$126K -1,287 -34%
CCA
857
Cobblestone Capital Advisors
New York
$256K -$13.6K -139 -5%
MNA
858
Manning & Napier Advisors
New York
$254K – – –
BTI
859
Blue Trust Inc
Georgia
$253K +$21.5K +220 +10%
PAS
860
PKS Advisory Services
New York
$253K +$1.47K +15 +0.6%
PFS
861
Prospera Financial Services
Texas
$253K – – –
LIM
862
Leavell Investment Management
Alabama
$252K -$3.71K -38 -2%
SIG
863
Sky Investment Group
Connecticut
$251K -$488 -5 -0.2%
FTC
864
Farmers Trust Company
Ohio
$249K -$3.22K -33 -1%
VWM
865
Venturi Wealth Management
Texas
$248K +$144K +1,477 +159%
SCM
866
Seascape Capital Management
New Hampshire
$246K -$3.1M -31,745 -93%
PFGIA
867
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$684 +7 +0.3%
HCM
868
Howard Capital Management
Georgia
$245K -$35.6K -364 -13%
BBA
869
Baader Bank Aktiengesellschaft
Germany
$242K +$1.17K +12 +0.5%
SL
870
Sentry LLC
Tennessee
$242K – – –
LI
871
LMCG Investments
Massachusetts
$242K -$195 -2 -0.1%
USCWA
872
U.S. Capital Wealth Advisors
Texas
$241K +$228K +2,336 New
AWS
873
Atria Wealth Solutions
New York
$240K -$78.1K -799 -26%
CTA
874
Colonial Trust Advisors
South Carolina
$239K -$9.77K -100 -4%
FNT
875
First National Trust
Pennsylvania
$238K -$17.8K -182 -7%
33 34
35
36 37