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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
576
Moors & Cabot
Massachusetts
$465K -$7.53K -102 -2%
SIA
577
Schechter Investment Advisors
Michigan
$459K -$84.5K -1,144 -16%
SIA
578
Soltis Investment Advisors
Utah
$459K +$443 +6 +0.1%
RWA
579
River Wealth Advisors
Pennsylvania
$457K -$41.1K -557 -9%
MPW
580
Monterey Private Wealth
California
$456K +$1.99K +27 +0.5%
KIA
581
Kraematon Investment Advisors
Massachusetts
$455K -$23K -311 -5%
IAS
582
Investment Advisory Services
Texas
$452K – – –
UB
583
UMB Bank
Missouri
$448K -$8.56K -116 -2%
WPC
584
Wedmont Private Capital
Pennsylvania
$448K -$248K -3,362 -38%
WSFS
585
Wilmington Savings Fund Society
Delaware
$446K -$13.4K -182 -3%
GIA
586
GHP Investment Advisors
Colorado
$442K -$26.4K -358 -6%
AT
587
Arden Trust
Delaware
$441K -$333K -4,512 -44%
LC
588
Lindbrook Capital
California
$438K +$21.4K +290 +5%
SI
589
Stephens Inc
Arkansas
$436K -$221K -2,989 -35%
OPS
590
Orion Portfolio Solutions
Nebraska
$434K +$409K +5,536 New
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$430K -$443 -6 -0.1%
SIM
592
Sentry Investment Management
Wisconsin
$429K +$191K +2,583 +89%
FCH
593
Freestone Capital Holdings
Washington
$425K +$15K +203 +4%
LI
594
Lafayette Investments
Maryland
$425K +$18.8K +255 +5%
FL
595
Fort LP
Maryland
$425K -$110K -1,486 -21%
BB
596
Busey Bank
Illinois
$425K -$93.3K -1,264 -19%
KWM
597
Kingsview Wealth Management
Oregon
$422K -$50.1K -678 -11%
CC
598
Courier Capital
New York
$421K -$5.83K -79 -1%
HFM
599
Hartford Funds Management
Pennsylvania
$416K +$392K +5,311 New
FTDI
600
First Trust Direct Indexing
Massachusetts
$413K +$26.7K +362 +7%
22 23
24
25 26