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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
501
Birch Hill Investment Advisors
Massachusetts
$972K -$2.4K -26 -0.3%
OC
502
Oppenheimer & Co
New York
$968K -$39.9K -432 -4%
BFG
503
Bleakley Financial Group
New Jersey
$965K +$10.8K +117 +1%
SW
504
Simplicity Wealth
New Jersey
$964K +$898K +9,711 New
AWS
505
Atria Wealth Solutions
New York
$959K +$199K +2,151 +29%
OIA
506
OneDigital Investment Advisors
Kansas
$957K +$53.1K +574 +6%
JFG
507
Jefferies Financial Group
New York
$957K -$7.1M -76,795 -89%
CCG
508
Cypress Capital Group
Florida
$951K -$16.8K -182 -2%
GAAM
509
Guinness Atkinson Asset Management
California
$948K – – –
IAS
510
IMA Advisory Services
Colorado
$946K -$26.7K -289 -3%
HAG
511
HighPoint Advisor Group
Illinois
$945K +$11.4K +123 +1%
SIC
512
Salem Investment Counselors
North Carolina
$939K -$15.2K -164 -2%
FI
513
Fractal Investments
Connecticut
$933K – – –
FNBT
514
FineMark National Bank & Trust
Florida
$919K – – –
MWM
515
Modera Wealth Management
New Jersey
$915K -$11.9K -129 -1%
PA
516
Parallel Advisors
California
$913K +$19.5K +211 +2%
SCA
517
Snowden Capital Advisors
New York
$909K +$86.5K +936 +11%
SAM
518
Shell Asset Management
Netherlands
$908K -$735K -7,951 -46%
NA
519
NewEdge Advisors
Louisiana
$908K +$232K +2,514 +38%
HP
520
Holowesko Partners
Bahamas
$893K – – –
DAS
521
Diversify Advisory Services
Utah
$893K +$838K +9,064 New
CFG
522
Cooper Financial Group
California
$880K +$61.5K +665 +8%
HFBOT
523
Home Federal Bank of Tennessee
Tennessee
$878K +$2.31K +25 +0.3%
KPWS
524
Kestra Private Wealth Services
Texas
$877K -$37.8K -409 -4%
GT
525
Glenview Trust
Kentucky
$857K -$5.45K -59 -0.7%
19 20
21
22 23