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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
601
Valley Brook Capital Group
Pennsylvania
$532K -$9.53K -100 -2%
NAM
602
NorthCrest Asset Manangement
Minnesota
$531K +$16.8K +176 +4%
DAS
603
Diversify Advisory Services
Utah
$529K -$76.9K -807 -14%
FWCM
604
Ferguson Wellman Capital Management
Oregon
$529K -$5.72K -60 -1%
AWS
605
Atria Wealth Solutions
New York
$524K -$205K -2,147 -30%
CCA
606
Checchi Capital Advisers
California
$523K +$14.5K +152 +3%
MC
607
Moors & Cabot
Massachusetts
$519K +$2K +21 +0.4%
S
608
SignatureFD
Georgia
$518K -$43.6K -458 -8%
EHC
609
Everett Harris & Co
California
$516K +$28.6K +300 +6%
BB
610
Busey Bank
Illinois
$515K +$17.6K +185 +4%
SI
611
Stephens Inc
Arkansas
$514K -$9.43K -99 -2%
P
612
&Partners
Tennessee
$514K +$266K +2,795 +130%
PA
613
Profund Advisors
Maryland
$511K -$151K -1,583 -24%
BAAM
614
Baker Avenue Asset Management
California
$508K +$465K +4,884 New
PCIA
615
Prime Capital Investment Advisors
Kansas
$505K -$18.9K -198 -4%
IFU
616
iSAM Funds (UK)
United Kingdom
$503K -$479K -5,024 -51%
UB
617
UMB Bank
Missouri
$498K -$28.5K -299 -6%
RCM
618
Radnor Capital Management
Pennsylvania
$496K +$21.3K +224 +5%
VCA
619
Verdence Capital Advisors
Maryland
$494K +$3.81K +40 +0.8%
CANY
620
Caxton Associates (New York)
New York
$494K +$452K +4,749 New
ZB
621
Zions Bancorporation
Utah
$492K -$12.2K -128 -3%
AMIM
622
Aull & Monroe Investment Management
Alabama
$491K -$18.6K -195 -4%
VFA
623
Valeo Financial Advisors
Indiana
$490K -$1.52K -16 -0.3%
TTWM
624
TCV Trust & Wealth Management
Virginia
$488K -$5.14K -54 -1%
CG
625
Caprock Group
Idaho
$484K -$107K -1,118 -19%
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