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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
451
Smith Salley Wealth Management
North Carolina
$1.11M +$1.03M +12,437 New
IIM
452
Ironwood Investment Management
Massachusetts
$1.09M +$23.4K +282 +2%
RJT
453
Raymond James Trust
Florida
$1.07M +$54.5K +656 +6%
EI
454
Ellevest Inc
New York
$1.07M +$231K +2,781 +30%
LA
455
LBP AM
France
$1.07M – – –
AI
456
Atria Investments
North Carolina
$1.07M +$991K +11,921 New
PRC
457
Pearl River Capital
Michigan
$1.06M -$1.64M -19,774 -62%
RPC
458
Rossmore Private Capital
Connecticut
$1.06M – – –
GAM
459
Groupama Asset Management
France
$1.05M +$976K +11,733 New
DADC
460
D.A. Davidson & Co
Montana
$1.05M +$5.74K +69 +0.6%
PWP
461
Principle Wealth Partners
Connecticut
$1.04M -$582 -7 -0.1%
NRS
462
Neville Rodie & Shaw
New York
$1.04M – – –
SCTC
463
Sanibel Captiva Trust Company
Florida
$1.02M +$952K +11,455 New
HFM
464
Hartford Funds Management
Pennsylvania
$1.02M +$278K +3,342 +41%
VF
465
Virtu Financial
New York
$1M +$934K +11,236 New
QI
466
Qtron Investments
Massachusetts
$1M – – –
BG
467
Bollard Group
Massachusetts
$999K +$2K +24 +0.2%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$995K -$44.2K -531 -5%
BC
469
Bartlett & Co
Ohio
$995K -$44.2K -531 -5%
BC
470
Burney Company
Virginia
$974K -$24.2K -291 -3%
FI
471
FJ Investments
Utah
$961K +$894K +10,746 New
AC
472
Abbrea Capital
California
$961K – – –
HAG
473
HighPoint Advisor Group
Illinois
$957K +$803K +9,661 New
DA
474
Dash Acquisitions
California
$949K +$6.15K +74 +0.7%
PS
475
Principal Securities
Iowa
$945K +$878K +10,559 New
17 18
19
20 21