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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
1126
Segall Bryant & Hamill
Illinois
– -$353K -3,971 Closed
MC
1127
Machina Capital
France
– -$271K -3,050 Closed
CAG
1128
Crestwood Advisors Group
Massachusetts
– -$269K -3,024 Closed
MC
1129
Middleton & Co
Massachusetts
– -$269K -3,017 Closed
PG
1130
Proffitt & Goodson
Tennessee
– -$249K -2,798 Closed
FFN
1131
Focus Financial Network
Minnesota
– -$242K -2,717 Closed
FTC
1132
Farmers Trust Company
Ohio
– -$240K -2,700 Closed
PGCM
1133
Prescott Group Capital Management
Oklahoma
– -$240K -2,700 Closed
DOA
1134
D'Orazio & Associates
Virginia
– -$240K -2,696 Closed
CW
1135
CreativeOne Wealth
Kansas
– -$239K -2,682 Closed
APP
1136
Avantax Planning Partners
Iowa
– -$236K -2,647 Closed
IFWM
1137
Institute for Wealth Management
Colorado
– -$229K -2,575 Closed
BEAM
1138
Baker Ellis Asset Management
Washington
– -$222K -2,496 Closed
MF
1139
Montis Financial
Massachusetts
– -$221K -2,486 Closed
WFAG
1140
Wescott Financial Advisory Group
Pennsylvania
– -$219K -2,458 Closed
FCMC
1141
Founders Capital Management (Connecticut)
Connecticut
– -$218K -2,450 Closed
CWM
1142
Congress Wealth Management
Massachusetts
– -$213K -2,395 Closed
NGA
1143
Naples Global Advisors
Florida
– -$213K -2,390 Closed
PWPS
1144
Pinnacle Wealth Planning Services
Ohio
– -$213K -2,389 Closed
CPA
1145
Capital Planning Advisors
California
– -$212K -2,383 Closed
SSA
1146
Schonfeld Strategic Advisors
New York
– -$212K -2,380 Closed
APWM
1147
Atlas Private Wealth Management
New York
– -$211K -2,366 Closed
SL
1148
Sentry LLC
Tennessee
– -$208K -2,335 Closed
CFAM
1149
Center For Asset Management
Florida
– -$208K -2,334 Closed
AO
1150
Advisor OS
Illinois
– -$206K -2,315 Closed
44 45
46
47 48