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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
526
B. Riley Wealth Advisors
Florida
$482K +$99.1K +1,354 +22%
CWP
527
Curated Wealth Partners
California
$478K – – –
SCM
528
Stevens Capital Management
Pennsylvania
$478K +$329K +4,499 +150%
AIP
529
Ameritas Investment Partners
Nebraska
$473K -$48K -656 -8%
TIM
530
Thornburg Investment Management
New Mexico
$465K -$49.8M -680,791 -99%
HI
531
Horizon Investments
North Carolina
$461K +$56.8K +777 +12%
AAM
532
AR Asset Management
California
$459K – – –
CCG
533
Cypress Capital Group
Florida
$453K -$247K -3,375 -32%
FMWA
534
Forvis Mazars Wealth Advisors
Missouri
$453K -$15.1K -206 -3%
SFFS
535
Stonehage Fleming Financial Services
Jersey
$453K – – –
AWS
536
Atria Wealth Solutions
New York
$448K -$6.29K -86 -1%
CC
537
Chicago Capital
Illinois
$447K -$22.9K -313 -4%
AAM
538
Ascension Asset Management
New York
$447K – – –
SIA
539
Schechter Investment Advisors
Michigan
$447K +$28.2K +385 +6%
VBCG
540
Valley Brook Capital Group
Pennsylvania
$445K – – –
WC
541
Westhampton Capital
North Carolina
$444K – – –
NAM
542
NorthCrest Asset Manangement
Minnesota
$443K +$89.4K +1,222 +21%
WG
543
Winton Group
United Kingdom
$442K +$507K +6,924 New
FL
544
Fort LP
Maryland
$441K -$304K -4,160 -38%
WANY
545
Wealthspire Advisors (New York)
New York
$438K +$502K +6,868 New
PP
546
Prudential plc
United Kingdom
$437K +$52.2K +713 +12%
ACM
547
Allred Capital Management
Texas
$434K -$9.29K -127 -2%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$431K -$1.14M -15,650 -70%
PFM
549
Parsec Financial Management
North Carolina
$431K -$18.1K -247 -4%
HL
550
HeadInvest LLC
Maine
$430K -$512 -7 -0.1%
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