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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
576
Forte Capital
New York
$468K -$2.14K -29 -0.5%
GPA
577
Garrison Point Advisors
California
$465K -$1.62K -22 -0.4%
TMAM
578
Tokio Marine Asset Management
Japan
$465K +$11K +149 +3%
MC
579
Moors & Cabot
Massachusetts
$465K -$7.53K -102 -2%
SIA
580
Schechter Investment Advisors
Michigan
$459K -$84.5K -1,144 -16%
SIA
581
Soltis Investment Advisors
Utah
$459K +$443 +6 +0.1%
RWA
582
River Wealth Advisors
Pennsylvania
$457K -$41.1K -557 -9%
MPW
583
Monterey Private Wealth
California
$456K +$1.99K +27 +0.5%
KIA
584
Kraematon Investment Advisors
Massachusetts
$455K -$23K -311 -5%
IAS
585
Investment Advisory Services
Texas
$452K – – –
UB
586
UMB Bank
Missouri
$448K -$8.56K -116 -2%
WPC
587
Wedmont Private Capital
Pennsylvania
$448K -$248K -3,362 -38%
WSFS
588
Wilmington Savings Fund Society
Delaware
$446K -$13.4K -182 -3%
GIA
589
GHP Investment Advisors
Colorado
$442K -$26.4K -358 -6%
AT
590
Arden Trust
Delaware
$441K -$333K -4,512 -44%
LC
591
Lindbrook Capital
California
$438K +$21.4K +290 +5%
SI
592
Stephens Inc
Arkansas
$436K -$221K -2,989 -35%
OPS
593
Orion Portfolio Solutions
Nebraska
$434K +$409K +5,536 New
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$430K -$443 -6 -0.1%
SIM
595
Sentry Investment Management
Wisconsin
$429K +$191K +2,583 +89%
FCH
596
Freestone Capital Holdings
Washington
$425K +$15K +203 +4%
LI
597
Lafayette Investments
Maryland
$425K +$18.8K +255 +5%
FL
598
Fort LP
Maryland
$425K -$110K -1,486 -21%
BB
599
Busey Bank
Illinois
$425K -$93.3K -1,264 -19%
KWM
600
Kingsview Wealth Management
Oregon
$422K -$50.1K -678 -11%
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