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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
926
Essential Partners
California
$218K -$22.6K -253 -9%
FLPIM
927
F.L. Putnam Investment Management
Massachusetts
$217K -$5.9K -66 -3%
FCM
928
Fieldview Capital Management
Michigan
$216K +$222K +2,477 New
PFS
929
Prospera Financial Services
Texas
$216K -$1.25K -14 -0.6%
KCM
930
Kathmere Capital Management
Pennsylvania
$215K +$220K +2,464 New
MPIA
931
Mountain Pacific Investment Advisers
Idaho
$214K – – –
PPWP
932
Premier Path Wealth Partners
New Jersey
$211K -$41.6K -465 -16%
FTC
933
Farmers Trust Company
Ohio
$211K -$16.6K -186 -7%
QWM
934
Quadcap Wealth Management
Texas
$211K +$216K +2,412 New
DWT
935
Dorsey & Whitney Trust
South Dakota
$209K -$388K -4,337 -65%
XT
936
XTX Topco
Cayman Islands
$208K -$566K -6,322 -73%
PA
937
PharVision Advisers
Florida
$208K +$213K +2,385 New
MCA
938
MSH Capital Advisors
Arizona
$208K +$1.25K +14 +0.6%
MNA
939
Manning & Napier Advisors
New York
$207K -$4.83K -54 -2%
CAM
940
Claret Asset Management
Quebec, Canada
$207K -$537 -6 -0.3%
EFSCE
941
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$9.75K +109 +5%
LWPC
942
Legacy Wealth Partners (Colorado)
Colorado
$206K +$211K +2,359 New
CA
943
Capital Advantage
California
$206K – – –
WSC
944
Wellington Shields & Co
New York
$205K +$22.7K +254 +12%
SL
945
Sentry LLC
Tennessee
$205K – – –
LI
946
LMCG Investments
Massachusetts
$204K – – –
DAS
947
Dynamic Advisor Solutions
Arizona
$204K -$1.34K -15 -0.6%
DAS
948
Diversify Advisory Services
Utah
$203K +$1.25K +14 +0.6%
SIG
949
Sky Investment Group
Connecticut
$203K +$716 +8 +0.3%
SAI
950
Savvy Advisors Inc
New York
$202K -$79.7K -891 -28%
36 37
38
39 40