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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
601
Fire Capital Management
California
$566K – – –
LDB
602
Lee, Danner & Bass
Tennessee
$565K -$6.56K -75 -1%
WFA
603
Wellspring Financial Advisors
Ohio
$561K +$637K +7,281 New
GI
604
GAMMA Investing
California
$557K +$70K +800 +12%
AAM
605
AR Asset Management
California
$551K – – –
OAM
606
Oppenheimer Asset Management
New York
$549K +$623K +7,118 New
KPWS
607
Kestra Private Wealth Services
Texas
$547K +$14.9K +170 +2%
FNFDCM
608
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$542K +$179K +2,048 +41%
WA
609
Waverly Advisors
Alabama
$542K -$118K -1,343 -16%
NC
610
nVerses Capital
Florida
$538K +$337K +3,847 +123%
EB
611
Eastern Bank
Massachusetts
$536K – – –
EWM
612
Empirical Wealth Management
Washington
$531K +$84.2K +962 +16%
MWA
613
Medallion Wealth Advisors
Connecticut
$531K -$1.49K -17 -0.2%
SOW
614
State of Wyoming
Wyoming
$531K +$64.4K +736 +12%
RBC
615
Romano Brothers & Co
Illinois
$525K -$10.9K -125 -2%
BCWM
616
Bartlett & Co Wealth Management
Ohio
$522K -$209K -2,394 -26%
CNTOF
617
Canandaigua National Trust of Florida
New York
$520K +$590K +6,744 New
IGGA
618
Iron Gate Global Advisors
Utah
$511K – – –
WA
619
Waterford Advisors
New York
$511K – – –
CG
620
Caprock Group
Idaho
$508K +$577K +6,597 New
SI
621
Sava Infond
Slovenia
$501K +$569K +6,500 New
CRC
622
Curi RMB Capital
Illinois
$501K -$402K -4,599 -41%
1C
623
111 Capital
France
$500K -$786K -8,981 -58%
CIAM
624
Caitong International Asset Management
Hong Kong
$499K +$399K +4,566 +239%
PCM
625
Parsons Capital Management
Rhode Island
$499K – – –
23 24
25
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