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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$395K -$25.2K -304 -6%
DAC
627
Dividend Assets Capital
South Carolina
$394K – – –
FM
628
Foster & Motley
Ohio
$394K – – –
OTL
629
Oak Thistle LLC
New York
$390K +$382K +4,618 New
CCA
630
Checchi Capital Advisers
California
$389K -$6.29K -76 -2%
LNC
631
Lincoln National Corp
Pennsylvania
$388K -$7.45K -90 -2%
PCM
632
Pointe Capital Management
Michigan
$386K – – –
BMO
633
Beck Mack & Oliver
New York
$386K +$2.07K +25 +0.5%
WG
634
Winton Group
United Kingdom
$386K -$486K -5,874 -56%
WANY
635
Wealthspire Advisors (New York)
New York
$384K -$233K -2,817 -38%
SBH
636
Segall Bryant & Hamill
Illinois
$384K -$17.7K -214 -4%
SWS
637
SYSTM Wealth Solutions
Illinois
$384K -$3.86M -46,673 -91%
GL
638
Graypoint LLC
New York
$383K -$141K -1,710 -27%
CCB
639
Country Club Bank
Missouri
$383K -$17K -205 -4%
S
640
SignatureFD
Georgia
$383K +$30K +362 +9%
VCA
641
Verdence Capital Advisors
Maryland
$382K +$2.9K +35 +0.8%
BP
642
Ballentine Partners
Massachusetts
$382K +$159K +1,926 +74%
FCCM
643
First City Capital Management
Georgia
$382K -$993 -12 -0.3%
MYAM
644
Meiji Yasuda Asset Management
Japan
$382K -$141K -1,700 -27%
WT
645
Washington Trust
Rhode Island
$380K -$8.28K -100 -2%
SPA
646
Sherbrooke Park Advisers
New York
$380K +$372K +4,500 New
SPC
647
Sigma Planning Corp
Michigan
$380K -$23.8K -288 -6%
WS
648
Wedbush Securities
California
$377K -$44.2K -534 -11%
OR
649
Olympiad Research
Connecticut
$376K +$369K +4,457 New
PA
650
Profund Advisors
Maryland
$374K -$16.6K -200 -4%
24 25
26
27 28