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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
526
ELCO Management
New York
$539K -$30.2K -410 -5%
CWP
527
Curated Wealth Partners
California
$529K – – –
GIA
528
GHP Investment Advisors
Colorado
$524K -$46.8K -636 -8%
ARMT
529
Amica Retiree Medical Trust
Rhode Island
$520K – – –
CC
530
Chicago Capital
Illinois
$517K +$27.6K +375 +5%
FMWA
531
Forvis Mazars Wealth Advisors
Missouri
$515K +$185K +2,510 +52%
AAM
532
AR Asset Management
California
$509K – – –
AWS
533
Atria Wealth Solutions
New York
$502K +$294K +3,988 +128%
MYAM
534
Meiji Yasuda Asset Management
Japan
$500K +$52.3K +710 +11%
PI
535
PEAK6 Investments
Illinois
$498K +$175K +2,375 +51%
AAM
536
Ascension Asset Management
New York
$496K +$517K +7,014 New
PFM
537
Parsec Financial Management
North Carolina
$495K -$20K -272 -4%
EHC
538
Everett Harris & Co
California
$495K – – –
IGGA
539
Iron Gate Global Advisors
Utah
$495K – – –
RWA
540
River Wealth Advisors
Pennsylvania
$494K -$2.5K -34 -0.5%
VBCG
541
Valley Brook Capital Group
Pennsylvania
$493K -$9.5K -129 -2%
SIC
542
Salem Investment Counselors
North Carolina
$492K -$60.1K -816 -10%
WC
543
Westhampton Capital
North Carolina
$492K +$8.84K +120 +2%
SFFS
544
Stonehage Fleming Financial Services
Jersey
$491K -$27.8K -378 -5%
ACM
545
Allred Capital Management
Texas
$490K -$4.2K -57 -0.8%
CW
546
CreativeOne Wealth
Kansas
$482K +$91.6K +1,244 +22%
AMIM
547
Aull & Monroe Investment Management
Alabama
$481K -$5.52K -75 -1%
HL
548
HeadInvest LLC
Maine
$476K -$7.22K -98 -1%
SWP
549
Stratos Wealth Partners
Ohio
$475K -$20.7K -281 -4%
TBA
550
Tower Bridge Advisors
Pennsylvania
$474K -$40.5K -550 -8%
20 21
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