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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
451
Hartford Financial Management
Connecticut
$1.21M -$31.1K -323 -3%
DC
452
Davenport & Co
Virginia
$1.21M -$4.72K -49 -0.4%
DA
453
Dash Acquisitions
California
$1.2M +$87.2K +905 +8%
IIM
454
Ironwood Investment Management
Massachusetts
$1.19M -$10.5K -109 -0.9%
FTDI
455
First Trust Direct Indexing
Massachusetts
$1.18M +$165K +1,707 +16%
RPC
456
Rossmore Private Capital
Connecticut
$1.13M – – –
NRS
457
Neville Rodie & Shaw
New York
$1.12M – – –
A
458
AlphaQuest
New York
$1.11M -$1.3M -13,516 -54%
PAM
459
Paradigm Asset Management
New York
$1.11M +$1.11M +11,500 New
RJT
460
Raymond James Trust
Florida
$1.09M -$18.6K -193 -2%
BG
461
Bollard Group
Massachusetts
$1.08M +$2.31K +24 +0.2%
PWP
462
Principle Wealth Partners
Connecticut
$1.08M -$44.8K -465 -4%
AI
463
Atria Investments
North Carolina
$1.07M -$56.1K -582 -5%
SCTC
464
Sanibel Captiva Trust Company
Florida
$1.07M -$26K -270 -2%
IGAM
465
iA Global Asset Management
Quebec, Canada
$1.04M -$276K -2,869 -21%
LA
466
LBP AM
France
$1.04M – – –
BIM
467
Bridges Investment Management
Nebraska
$1.03M +$28.9K +300 +3%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$1.03M -$47.3K -491 -4%
AC
469
Abbrea Capital
California
$1.02M -$1.16K -12 -0.1%
LI
470
Lafayette Investments
Maryland
$1.02M +$964 +10 +0.1%
CA
471
Clearstead Advisors
Ohio
$1.02M +$613K +6,362 +151%
PP
472
Paloma Partners
Connecticut
$1.02M +$590K +6,126 +138%
HWM
473
HB Wealth Management
Georgia
$1.01M +$335K +3,479 +50%
GT
474
Greenleaf Trust
Michigan
$1.01M +$57.2K +594 +6%
MFG
475
Merit Financial Group
Georgia
$999K -$18.5K -192 -2%
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