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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1051
Osterweis Capital Management
California
$26K – – –
RTC
1052
Riverview Trust Company
Washington
$25.2K +$23.1K +242 New
NS
1053
NBC Securities
Alabama
$25K – – –
SWM
1054
Sugarloaf Wealth Management
Georgia
$24.4K – – –
CPBTD
1055
Central Pacific Bank - Trust Division
Hawaii
$24.4K – – –
WBC
1056
West Branch Capital
Massachusetts
$24.1K – – –
DIP
1057
DT Investment Partners
Pennsylvania
$23.6K – – –
AS
1058
Altshuler Shaham
Israel
$23.6K +$1.72K +18 +9%
NFSG
1059
Newbridge Financial Services Group
Florida
$23K +$16.3K +171 +342%
TF
1060
Tompkins Financial
New York
$22.6K – – –
B
1061
Birchbrook
Maine
$22K – – –
GEA
1062
Glen Eagle Advisors
New Jersey
$21.6K – – –
RAM
1063
Riggs Asset Management
Pennsylvania
$21.4K – – –
HGA
1064
Hobbs Group Advisors
South Carolina
$21.1K – – –
GKIM
1065
GW&K Investment Management
Massachusetts
$21K +$2.19K +23 +13%
AAG
1066
Armstrong Advisory Group
Massachusetts
$20.9K – – –
OW
1067
Olistico Wealth
Oklahoma
$20.8K – – –
BC
1068
Barrett & Company
Rhode Island
$20.8K – – –
RTL
1069
Red Tortoise LLC
Georgia
$20.6K – – –
HCP
1070
Hexagon Capital Partners
Arkansas
$20.6K +$857 +9 +5%
CP
1071
Castleview Partners
Texas
$20.5K +$1.33K +14 +8%
PS
1072
Planned Solutions
California
$19.3K +$17.7K +186 New
AF
1073
Advisornet Financial
Minnesota
$19K +$381 +4 +2%
AAG
1074
Accordant Advisory Group
Maryland
$18.8K +$5.33K +56 +45%
NFA
1075
Northwest Financial Advisors
Virginia
$18.8K +$17.2K +181 New
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