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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
676
Simmons Bank
Arkansas
$412K -$3.5K -40 -0.7%
BAM
677
Beaumont Asset Management
Texas
$403K +$84.3K +964 +23%
CFO
678
Callan Family Office
Pennsylvania
$400K -$11.2K -128 -2%
EAM
679
Eventide Asset Management
Massachusetts
$399K +$60.4K +690 +15%
FCH
680
Freestone Capital Holdings
Washington
$398K -$8.05K -92 -2%
YIH
681
Y-Intercept (HK)
Hong Kong
$398K -$3.52M -40,214 -89%
GWP
682
Gateway Wealth Partners
Wisconsin
$397K +$451K +5,151 New
ISL
683
Ingalls & Snyder LLC
New York
$397K +$875 +10 +0.2%
ASN
684
Advisory Services Network
Georgia
$394K +$56.4K +645 +14%
CSP
685
Cary Street Partners
Virginia
$394K -$3.33K -38 -0.7%
MM
686
MQS Management
New York
$390K +$17.7K +202 +4%
RCAG
687
Rehmann Capital Advisory Group
Michigan
$390K -$139K -1,593 -24%
MYIA
688
Mount Yale Investment Advisors
Colorado
$389K +$441K +5,041 New
SCM
689
Sterneck Capital Management
Missouri
$388K +$133K +1,518 +43%
IAA
690
Independent Advisor Alliance
North Carolina
$385K -$949K -10,844 -68%
LP
691
LMR Partners
United Kingdom
$381K +$190K +2,169 +78%
KWM
692
Kingsview Wealth Management
Oregon
$381K +$962 +11 +0.2%
GC
693
Grimes & Company
Massachusetts
$381K +$1.14K +13 +0.3%
TAM
694
Tocqueville Asset Management
New York
$378K – – –
IAS
695
Investment Advisory Services
Texas
$377K -$18.6K -213 -4%
GPA
696
Garrison Point Advisors
California
$376K -$21.4K -245 -5%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$375K +$426K +4,870 New
TCIIS
698
TIAA-CREF Individual & Institutional Services
New York
$375K +$426K +4,867 New
FTWA
699
Fifth Third Wealth Advisors
Ohio
$367K +$57.1K +653 +16%
MA
700
Montag & Associates
Georgia
$366K -$17.9K -205 -4%
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