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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
901
Montis Financial
Massachusetts
$223K -$5.86K -60 -3%
PBC
902
Pavion Blue Capital
California
$222K +$210K +2,151 New
KWA
903
Kingswood Wealth Advisors
California
$222K +$210K +2,150 New
SC
904
SouthState Corp
Florida
$222K -$64.4K -659 -23%
AG
905
Ascent Group
Virginia
$221K +$209K +2,142 New
MA
906
MJP Associates
Connecticut
$221K +$209K +2,138 New
WSC
907
Wellington Shields & Co
New York
$221K – – –
CA
908
Capital Advantage
California
$220K – – –
PCP
909
Proficio Capital Partners
Massachusetts
$219K +$207K +2,119 New
SAM
910
Smartleaf Asset Management
Massachusetts
$216K +$9.57K +98 +5%
CI
911
Conning Inc
Connecticut
$215K +$204K +2,088 New
AF
912
Arrow Financial
New York
$214K +$203K +2,075 New
CPA
913
Court Place Advisors
Maryland
$214K -$13.1K -134 -6%
IAN
914
Integrated Advisors Network
Texas
$213K +$202K +2,063 New
BA
915
Bridgewater Advisors
New York
$213K +$219K +2,241 New
CAM
916
Claret Asset Management
Quebec, Canada
$212K – – –
UFA
917
US Financial Advisors
Massachusetts
$212K +$201K +2,054 New
HTC
918
Haverford Trust Company
Pennsylvania
$212K -$12.2K -125 -6%
IFWM
919
Institute for Wealth Management
Colorado
$211K +$199K +2,042 New
FHA
920
First Horizon Advisors
Tennessee
$210K -$210K -2,151 -51%
MCM
921
Manchester Capital Management
Vermont
$208K -$3.13K -32 -2%
FPL
922
Fortress Private Ledger
North Carolina
$208K +$197K +2,013 New
VHAM
923
Van Hulzen Asset Management
California
$206K – – –
BMM
924
Berkshire Money Management
Massachusetts
$206K +$195K +2,000 New
CA
925
Cullinan Associates
Kentucky
$206K +$195K +2,000 New
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38 39