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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
501
Trust Company of Toledo
Ohio
$973K -$20K -216 -2%
BHIA
502
Birch Hill Investment Advisors
Massachusetts
$972K -$2.4K -26 -0.3%
OC
503
Oppenheimer & Co
New York
$968K -$39.9K -432 -4%
BFG
504
Bleakley Financial Group
New Jersey
$965K +$10.8K +117 +1%
SW
505
Simplicity Wealth
New Jersey
$964K +$898K +9,711 New
AWS
506
Atria Wealth Solutions
New York
$959K +$199K +2,151 +29%
OIA
507
OneDigital Investment Advisors
Kansas
$957K +$53.1K +574 +6%
JFG
508
Jefferies Financial Group
New York
$957K -$7.1M -76,795 -89%
CCG
509
Cypress Capital Group
Florida
$951K -$16.8K -182 -2%
GAAM
510
Guinness Atkinson Asset Management
California
$948K – – –
IAS
511
IMA Advisory Services
Colorado
$946K -$26.7K -289 -3%
HAG
512
HighPoint Advisor Group
Illinois
$945K +$11.4K +123 +1%
SIC
513
Salem Investment Counselors
North Carolina
$939K -$15.2K -164 -2%
FI
514
Fractal Investments
Connecticut
$933K – – –
FNBT
515
FineMark National Bank & Trust
Florida
$919K – – –
MWM
516
Modera Wealth Management
New Jersey
$915K -$11.9K -129 -1%
PA
517
Parallel Advisors
California
$913K +$19.5K +211 +2%
SCA
518
Snowden Capital Advisors
New York
$909K +$86.5K +936 +11%
SAM
519
Shell Asset Management
Netherlands
$908K -$735K -7,951 -46%
NA
520
NewEdge Advisors
Louisiana
$908K +$232K +2,514 +38%
HP
521
Holowesko Partners
Bahamas
$893K – – –
DAS
522
Diversify Advisory Services
Utah
$893K +$838K +9,064 New
CFG
523
Cooper Financial Group
California
$880K +$61.5K +665 +8%
HFBOT
524
Home Federal Bank of Tennessee
Tennessee
$878K +$2.31K +25 +0.3%
KPWS
525
Kestra Private Wealth Services
Texas
$877K -$37.8K -409 -4%
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