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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
526
B. Riley Wealth Advisors
Florida
$591K +$1.48K +20 +0.3%
CWP
527
Curated Wealth Partners
California
$587K – – –
HI
528
Horizon Investments
North Carolina
$585K +$17.4K +235 +3%
AIP
529
Ameritas Investment Partners
Nebraska
$578K -$18.8K -255 -3%
IGGA
530
Iron Gate Global Advisors
Utah
$577K -$9.45K -128 -2%
WANY
531
Wealthspire Advisors (New York)
New York
$577K +$36.9K +500 +7%
BIM
532
Baldwin Investment Management
Pennsylvania
$576K +$36.9K +500 +7%
TIM
533
Thornburg Investment Management
New Mexico
$570K – – –
KPWS
534
Kestra Private Wealth Services
Texas
$565K +$90.9K +1,231 +21%
AAM
535
AR Asset Management
California
$564K – – –
OL
536
Optas LLC
Texas
$557K +$49K +663 +10%
FMWA
537
Forvis Mazars Wealth Advisors
Missouri
$555K – – –
AAM
538
Ascension Asset Management
New York
$549K – – –
VBCG
539
Valley Brook Capital Group
Pennsylvania
$546K – – –
WC
540
Westhampton Capital
North Carolina
$545K – – –
CC
541
Chicago Capital
Illinois
$539K -$9.23K -125 -2%
ACM
542
Allred Capital Management
Texas
$532K -$1.48K -20 -0.3%
SIC
543
Salem Investment Counselors
North Carolina
$530K +$30.9K +419 +7%
BCV
544
Banque Cantonale Vaudoise
Switzerland
$530K – – –
IWC
545
Integrated Wealth Concepts
Massachusetts
$530K +$49K +664 +11%
SWP
546
Stratos Wealth Partners
Ohio
$528K +$15.6K +211 +3%
SFFS
547
Stonehage Fleming Financial Services
Jersey
$527K -$27.8K -376 -5%
AWS
548
Atria Wealth Solutions
New York
$526K -$21.7K -294 -4%
PFM
549
Parsec Financial Management
North Carolina
$526K -$2.88K -39 -0.6%
WA
550
Waterford Advisors
New York
$524K +$494K +6,690 New
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