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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
626
Siemens Fonds Invest
Germany
$551K +$80.4K +833 +18%
IC
627
Inscription Capital
Texas
$549K +$536K +5,548 New
WA
628
Waverly Advisors
Alabama
$546K +$110K +1,144 +26%
IAS
629
Investment Advisory Services
Texas
$546K +$30.9K +320 +6%
CM
630
Caption Management
Oklahoma
$545K +$531K +5,500 New
NONA
631
Ninety One North America
New York
$544K -$96.2K -996 -15%
BSA
632
Bull Street Advisors
Georgia
$542K – – –
WDA
633
Wendell David Associates
New Hampshire
$539K -$4.83K -50 -0.9%
MAMG
634
Milestone Asset Management Group
Connecticut
$531K +$483 +5 +0.1%
FCH
635
Freestone Capital Holdings
Washington
$527K +$1.54K +16 +0.3%
MC
636
Moors & Cabot
Massachusetts
$526K +$30.6K +317 +6%
PSP
637
Principal Street Partners
Tennessee
$526K +$224K +2,322 +78%
LGF
638
LGT Group Foundation
Liechtenstein
$525K – – –
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$525K +$512K +5,302 New
BJL
640
Brighton Jones LLC
Washington
$524K +$206K +2,133 +68%
PCIA
641
Prime Capital Investment Advisors
Kansas
$524K -$25.1K -260 -5%
ACA
642
Aptus Capital Advisors
Alabama
$520K +$15K +155 +3%
CWM
643
Congress Wealth Management
Massachusetts
$520K +$158K +1,633 +45%
FNFDCM
644
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$519K -$59.8K -619 -11%
GWP
645
Gateway Wealth Partners
Wisconsin
$519K +$97 +1 +0%
MM
646
Meridian Management
Arkansas
$515K -$4.15K -43 -0.7%
CRC
647
Curi RMB Capital
Illinois
$514K +$502K +5,195 New
VT
648
Vise Technologies
New York
$514K +$501K +5,188 New
SOS
649
Silver Oak Securities
Tennessee
$509K +$2.22K +23 +0.4%
JSW
650
Journey Strategic Wealth
New Jersey
$508K +$248K +2,566 +100%
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