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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
701
Quadrant Capital Group
Ohio
$369K +$1K +10 +0.3%
AIP
702
Ameritas Investment Partners
Nebraska
$360K -$16.5K -165 -4%
RWM
703
Rialto Wealth Management
New York
$360K +$390K +3,889 New
CI
704
CX Institutional
Indiana
$356K +$9.73K +97 +3%
HSA
705
HBK Sorce Advisory
Pennsylvania
$354K +$1.8K +18 +0.5%
WPW
706
Waldron Private Wealth
Pennsylvania
$354K -$79.1K -789 -17%
NAM
707
NorthCrest Asset Manangement
Minnesota
$352K -$132K -1,312 -26%
HL
708
HeadInvest LLC
Maine
$351K -$10.1K -101 -3%
RIL
709
Rothschild Investment LLC
Illinois
$350K +$4.41K +44 +1%
RSWA
710
Robinson Smith Wealth Advisors
Maine
$350K – – –
FRA
711
Frank Rimerman Advisors
California
$349K +$378K +3,773 New
CP
712
Clarendon Private
Massachusetts
$349K +$378K +3,772 New
FM
713
Foster & Motley
Ohio
$346K – – –
GI
714
GAMCO Investors
Connecticut
$345K – – –
FCP
715
Fidelis Capital Partners
Florida
$344K +$7.52K +75 +2%
QEI
716
QSV Equity Investors
Illinois
$343K +$702 +7 +0.2%
GRP
717
Global Retirement Partners
California
$341K -$301 -3 -0.1%
KA
718
Kintegral Advisory
New York
$340K -$17.1K -171 -4%
SW
719
SVB Wealth
Massachusetts
$337K +$365K +3,644 New
CIA
720
Concurrent Investment Advisors
Florida
$337K -$5.82K -58 -2%
BF
721
BOK Financial
Oklahoma
$335K +$1K +10 +0.3%
AWM
722
Aprio Wealth Management
Georgia
$335K +$89.9K +896 +33%
GWM
723
GSB Wealth Management
Connecticut
$332K +$1.3K +13 +0.4%
AWA
724
Aaron Wealth Advisors
Illinois
$332K +$359K +3,584 New
CFO
725
Callan Family Office
Pennsylvania
$331K +$359K +3,575 New
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