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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
651
Wealthstreet Investment Advisors
Texas
$388K -$6.62K -102 -2%
FHA
652
Flagship Harbor Advisors
Massachusetts
$383K +$9.28K +143 +3%
BOTW
653
Bank of the West
California
$382K -$25K -385 -6%
VFA
654
Valeo Financial Advisors
Indiana
$380K -$23.1K -356 -6%
TW
655
Transform Wealth
Colorado
$377K -$93.4K -1,439 -20%
KPWS
656
Kestra Private Wealth Services
Texas
$377K +$138K +2,132 +61%
CAM
657
Columbia Asset Management
Michigan
$376K – – –
PA
658
Profund Advisors
Maryland
$375K +$1.23K +19 +0.3%
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$375K +$20.4K +315 +6%
BTW
660
Boston Trust Walden
Massachusetts
$374K – – –
P
661
Pitcairn
Pennsylvania
$373K -$33.4K -515 -9%
UB
662
UMB Bank
Missouri
$371K -$137K -2,117 -28%
CI
663
Conning Inc
Connecticut
$365K -$16.7K -258 -5%
CCP
664
Corient Capital Partners
California
$365K -$8.5K -131 -2%
OAM
665
Oppenheimer Asset Management
New York
$365K +$4.74K +73 +1%
FA
666
FDx Advisors
Illinois
$365K +$9.28K +143 +3%
MPPW
667
Mitchell & Pahl Private Wealth
Oklahoma
$361K +$347K +5,347 New
FM
668
Foster & Motley
Ohio
$356K -$8.69K -134 -2%
BSA
669
Bull Street Advisors
Georgia
$355K -$16.8K -259 -5%
YWP
670
YorkBridge Wealth Partners
New York
$354K -$62.5K -964 -16%
UA
671
Unison Advisors
District of Columbia
$354K – – –
BRWA
672
B. Riley Wealth Advisors
Florida
$353K -$155K -2,383 -31%
CFA
673
Carroll Financial Associates
North Carolina
$352K -$48.2K -743 -12%
KWM
674
Kingsview Wealth Management
Oregon
$351K -$4.48K -69 -1%
PWAP
675
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$350K -$90K -1,388 -21%
25 26
27
28 29