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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
701
NewEdge Wealth
Pennsylvania
$433K +$443K +4,955 New
MA
702
Montag & Associates
Georgia
$433K +$18.3K +205 +4%
MFIM
703
Mesirow Financial Investment Management
Illinois
$431K -$257K -2,878 -37%
KWM
704
Kingsview Wealth Management
Oregon
$430K +$1.52K +17 +0.3%
GC
705
Grimes & Company
Massachusetts
$430K +$2.06K +23 +0.5%
TAM
706
Tocqueville Asset Management
New York
$429K – – –
EWA
707
EverSource Wealth Advisors
Alabama
$429K +$1.61K +18 +0.4%
MM
708
MQS Management
New York
$425K +$435K +4,864 New
TWC
709
TD Waterhouse Canada
Ontario, Canada
$423K +$16.7K +187 +4%
EWA
710
Exencial Wealth Advisors
Oklahoma
$421K +$11.9K +133 +3%
CPIG
711
Chicago Partners Investment Group
Illinois
$421K +$72.5K +810 +21%
MC
712
Moors & Cabot
Massachusetts
$414K +$11.3K +126 +3%
S
713
SignatureFD
Georgia
$413K -$8.68K -97 -2%
VFA
714
Valeo Financial Advisors
Indiana
$412K +$16K +179 +4%
CWP
715
Core Wealth Partners
California
$408K – – –
IP
716
Intellectus Partners
California
$402K +$127K +1,419 +45%
EPW
717
Evolve Private Wealth
California
$401K +$411K +4,594 New
PCIA
718
Prime Capital Investment Advisors
Kansas
$401K -$39.2K -438 -9%
BMO
719
Beck Mack & Oliver
New York
$400K -$11.8K -132 -3%
EAM
720
Eventide Asset Management
Massachusetts
$399K -$551K -6,156 -58%
PWAM
721
Private Wealth Asset Management
Iowa
$396K – – –
EHC
722
Everett Harris & Co
California
$395K – – –
AI
723
Atom Investors
Texas
$392K -$1.65M -18,416 -80%
CIA
724
Choate Investment Advisors
Massachusetts
$391K -$10.8K -121 -3%
VBCG
725
Valley Brook Capital Group
Pennsylvania
$390K -$53.2K -595 -12%
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