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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Mascoma Wealth Management
New Hampshire
$26K – – –
OPTFSNA
1052
Old Point Trust & Financial Services N A
Virginia
$26K – – –
OCM
1053
Osterweis Capital Management
California
$26K – – –
RTC
1054
Riverview Trust Company
Washington
$25.2K +$23.1K +242 New
NS
1055
NBC Securities
Alabama
$25K – – –
SWM
1056
Sugarloaf Wealth Management
Georgia
$24.4K – – –
CPBTD
1057
Central Pacific Bank - Trust Division
Hawaii
$24.4K – – –
WBC
1058
West Branch Capital
Massachusetts
$24.1K – – –
DIP
1059
DT Investment Partners
Pennsylvania
$23.6K – – –
AS
1060
Altshuler Shaham
Israel
$23.6K +$1.72K +18 +9%
NFSG
1061
Newbridge Financial Services Group
Florida
$23K +$16.3K +171 +342%
TF
1062
Tompkins Financial
New York
$22.6K – – –
B
1063
Birchbrook
Maine
$22K – – –
GEA
1064
Glen Eagle Advisors
New Jersey
$21.6K – – –
RAM
1065
Riggs Asset Management
Pennsylvania
$21.4K – – –
HGA
1066
Hobbs Group Advisors
South Carolina
$21.1K – – –
GKIM
1067
GW&K Investment Management
Massachusetts
$21K +$2.19K +23 +13%
AAG
1068
Armstrong Advisory Group
Massachusetts
$20.9K – – –
OW
1069
Olistico Wealth
Oklahoma
$20.8K – – –
BC
1070
Barrett & Company
Rhode Island
$20.8K – – –
RTL
1071
Red Tortoise LLC
Georgia
$20.6K – – –
HCP
1072
Hexagon Capital Partners
Arkansas
$20.6K +$857 +9 +5%
CP
1073
Castleview Partners
Texas
$20.5K +$1.33K +14 +8%
PS
1074
Planned Solutions
California
$19.3K +$17.7K +186 New
AF
1075
Advisornet Financial
Minnesota
$19K +$381 +4 +2%
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