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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
E
576
Ergoteles
New York
$527K +$499K +5,922 New
DFCM
577
Dark Forest Capital Management
Puerto Rico
$526K +$498K +5,910 New
SIA
578
Soltis Investment Advisors
Utah
$524K +$1.94K +23 +0.4%
CL
579
Choreo LLC
Illinois
$521K -$5.48K -65 -1%
WSTAM
580
Wilbanks Smith & Thomas Asset Management
Virginia
$520K +$21.3K +253 +5%
IAS
581
Investment Advisory Services
Texas
$509K +$84 +1 +0%
MA
582
Montag & Associates
Georgia
$509K -$9.86K -117 -2%
AWS
583
Atria Wealth Solutions
New York
$500K -$38.2K -453 -7%
SW
584
SVB Wealth
Massachusetts
$498K -$46.3K -549 -9%
MAS
585
Meeder Advisory Services
Ohio
$497K +$31.8K +378 +7%
NA
586
NewEdge Advisors
Louisiana
$497K +$26.6K +316 +6%
AIP
587
Ameritas Investment Partners
Nebraska
$496K -$67.9K -806 -13%
FC
588
Forte Capital
New York
$494K -$37.1K -440 -7%
HL
589
HeadInvest LLC
Maine
$493K -$64.2K -762 -12%
SCM
590
Schnieders Capital Management
California
$492K – – –
VVP
591
Venture Visionary Partners
Ohio
$488K -$231K -2,739 -33%
UB
592
UMB Bank
Missouri
$486K -$21.1K -250 -4%
FCH
593
Freestone Capital Holdings
Washington
$485K +$9.27K +110 +2%
IIA
594
ICW Investment Advisors
Arizona
$483K +$36.1K +428 +9%
CG
595
Caprock Group
Idaho
$482K +$164K +1,950 +56%
WSFS
596
Wilmington Savings Fund Society
Delaware
$480K – – –
SWS
597
SYSTM Wealth Solutions
Illinois
$479K +$70.7K +839 +18%
FMAEN1
598
Fund Management at Engine No 1
California
$479K +$29.5K +350 +7%
BB
599
Busey Bank
Illinois
$475K +$42.2K +501 +10%
MA
600
Mutual Advisors
Nebraska
$475K -$14.2K -169 -3%
22 23
24
25 26