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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EP Wealth Advisors
California
$571K +$11.2K +128 +2%
FCM
602
Fire Capital Management
California
$566K – – –
LDB
603
Lee, Danner & Bass
Tennessee
$565K -$6.56K -75 -1%
WFA
604
Wellspring Financial Advisors
Ohio
$561K +$637K +7,281 New
GI
605
GAMMA Investing
California
$557K +$70K +800 +12%
AAM
606
AR Asset Management
California
$551K – – –
OAM
607
Oppenheimer Asset Management
New York
$549K +$623K +7,118 New
KPWS
608
Kestra Private Wealth Services
Texas
$547K +$14.9K +170 +2%
FNFDCM
609
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$542K +$179K +2,048 +41%
WA
610
Waverly Advisors
Alabama
$542K -$118K -1,343 -16%
NC
611
nVerses Capital
Florida
$538K +$337K +3,847 +123%
EB
612
Eastern Bank
Massachusetts
$536K – – –
EWM
613
Empirical Wealth Management
Washington
$531K +$84.2K +962 +16%
MWA
614
Medallion Wealth Advisors
Connecticut
$531K -$1.49K -17 -0.2%
SOW
615
State of Wyoming
Wyoming
$531K +$64.4K +736 +12%
RBC
616
Romano Brothers & Co
Illinois
$525K -$10.9K -125 -2%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$522K -$209K -2,394 -26%
CNTOF
618
Canandaigua National Trust of Florida
New York
$520K +$590K +6,744 New
IGGA
619
Iron Gate Global Advisors
Utah
$511K – – –
WA
620
Waterford Advisors
New York
$511K – – –
CG
621
Caprock Group
Idaho
$508K +$577K +6,597 New
SI
622
Sava Infond
Slovenia
$501K +$569K +6,500 New
CRC
623
Curi RMB Capital
Illinois
$501K -$402K -4,599 -41%
1C
624
111 Capital
France
$500K -$786K -8,981 -58%
CIAM
625
Caitong International Asset Management
Hong Kong
$499K +$399K +4,566 +239%
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