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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
551
Larson Financial Group
Missouri
$728K -$216K -2,890 -22%
AWP
552
Ascent Wealth Partners
New York
$727K +$29.7K +397 +4%
AUB
553
Atlantic Union Bankshares
Virginia
$725K -$505K -6,760 -40%
CRC
554
Curi RMB Capital
Illinois
$724K +$270K +3,619 +56%
IIM
555
Ironwood Investment Management
Massachusetts
$721K -$147K -1,969 -16%
GAM
556
Groupama Asset Management
France
$718K – – –
HT
557
Headlands Technologies
Illinois
$718K +$282K +3,769 +60%
AWM
558
Axxcess Wealth Management
California
$715K +$746K +9,987 New
EWA
559
EP Wealth Advisors
California
$714K +$192K +2,565 +35%
RWM
560
Revisor Wealth Management
Ohio
$713K +$743K +9,952 New
UCFA
561
United Capital Financial Advisors
Texas
$712K -$35.7K -478 -5%
MLL
562
Moody Lynn & Lieberson
Massachusetts
$709K -$18.4K -247 -2%
NP
563
NorthRock Partners
Minnesota
$705K +$327K +4,381 +80%
BIM
564
Bridges Investment Management
Nebraska
$703K +$50.4K +675 +7%
EW
565
Elyxium Wealth
California
$701K +$731K +9,790 New
SCTC
566
Sanibel Captiva Trust Company
Florida
$697K -$20K -268 -3%
PWP
567
Principle Wealth Partners
Connecticut
$695K -$72.6K -972 -9%
AAM
568
Advisors Asset Management
Colorado
$692K -$27.8K -372 -4%
RPC
569
Rossmore Private Capital
Connecticut
$691K -$153K -2,050 -18%
AV
570
ASR Vermogensbeheer
Netherlands
$682K -$924K -12,368 -56%
SIC
571
Salem Investment Counselors
North Carolina
$677K -$3.14K -42 -0.4%
EI
572
EFG International
$672K -$187K -2,508 -21%
WA
573
Waverly Advisors
Alabama
$672K +$176K +2,359 +34%
MGP
574
Metis Global Partners
California
$664K -$132K -1,772 -16%
BP
575
Ballentine Partners
Massachusetts
$662K -$3.29K -44 -0.5%
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