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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
851
Essential Partners
California
$251K +$182K +2,004 +270%
AC
852
AlphaCore Capital
California
$250K +$8.17K +90 +3%
COCM
853
Charter Oak Capital Management
New Hampshire
$250K +$5.26K +58 +2%
FHA
854
Flagship Harbor Advisors
Massachusetts
$249K -$10.7K -118 -4%
RP
855
Riverwater Partners
Wisconsin
$249K -$10.8K -119 -4%
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$248K -$30.3K -334 -11%
MWM
857
Mission Wealth Management
California
$247K +$8.71K +96 +4%
DA
858
Dover Advisors
Virginia
$247K – – –
CAU
859
Caxton Associates (UK)
$245K -$190K -2,097 -44%
PSP
860
Principal Street Partners
Tennessee
$245K -$240K -2,640 -50%
CT
861
Colonial Trust
South Carolina
$243K – – –
MCM
862
Mengis Capital Management
Oregon
$242K – – –
MBT
863
Montecito Bank & Trust
California
$241K +$240K +2,640 New
KWA
864
Kingswood Wealth Advisors
California
$241K +$48.6K +535 +25%
SCA
865
Stonebridge Capital Advisors
Minnesota
$240K -$1.18K -13 -0.5%
NECFA
866
New England Capital Financial Advisors
Connecticut
$240K -$15K -165 -6%
PAM
867
Panagora Asset Management
Massachusetts
$240K -$456K -5,020 -66%
PF
868
Phoenix Financial
Israel
$239K +$238K +2,618 New
BSI
869
Bennett Selby Investments
Maine
$238K +$27.7K +305 +13%
AA
870
Ancora Advisors
Ohio
$238K -$18.4K -203 -7%
FTC
871
Farmers Trust Company
Ohio
$238K +$16.9K +186 +8%
NGA
872
Naples Global Advisors
Florida
$238K +$38.6K +425 +20%
BIG
873
Brooklyn Investment Group
New York
$235K -$4.45K -49 -2%
CC
874
Courier Capital
New York
$235K – – –
LBC
875
Lowe Brockenbrough & Co
Virginia
$234K +$9.08K +100 +4%
33 34
35
36 37