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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
926
Basecamp Wealth Advisors
Washington
$122K -$1.05K -12 -0.8%
ATC
927
Adirondack Trust Company
New York
$119K – – –
DWP
928
Destiny Wealth Partners
Florida
$118K +$134K +1,526 New
HIA
929
Harbor Investment Advisory
Maryland
$114K -$6.21K -71 -5%
OWA
930
Opal Wealth Advisors
New York
$113K +$128K +1,468 New
MCM
931
Manchester Capital Management
Vermont
$112K +$175 +2 +0.1%
FDCP
932
Foster Dykema Cabot & Partners
Massachusetts
$105K – – –
FMTCOCP
933
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K -$4.38K -50 -4%
SDIC
934
South Dakota Investment Council
South Dakota
$104K +$118K +1,350 New
PFBT
935
Parkside Financial Bank & Trust
Missouri
$102K -$12.7K -145 -10%
CH
936
Cromwell Holdings
Wyoming
$99.7K +$700 +8 +0.6%
RMC
937
Resources Management Corp
Connecticut
$99K – – –
SC
938
Steph & Co
Wisconsin
$97.2K – – –
RFP
939
Root Financial Partners
California
$96.7K +$81K +926 +282%
AIM
940
Anchor Investment Management
South Carolina
$93.6K +$87 +1 +0.1%
WB
941
Webster Bank
Connecticut
$93.1K -$2.19K -25 -2%
EPAM
942
Evelyn Partners Asset Management
$89.3K +$49K +560 +93%
ADL
943
Asset Dedication LLC
California
$88.3K -$31.2K -357 -24%
CSC
944
Caldwell Sutter Capital
California
$87.9K -$10.9K -125 -10%
CFO
945
CVA Family Office
Colorado
$87.5K -$10.9K -125 -10%
FC
946
Financial Consulate
Maryland
$86.5K -$27.6K -316 -22%
PAM
947
Parvin Asset Management
South Dakota
$85.7K – – –
UIA
948
Ulland Investment Advisors
Minnesota
$85K -$437 -5 -0.4%
BSB
949
Bangor Savings Bank
Maine
$84.9K – – –
EPIM
950
Evelyn Partners Investment Management
$83.2K -$42.4K -485 -31%
36 37
38
39 40