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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
726
Beacon Investment Advisory Services
New Jersey
$290K +$264K +5,098 New
ASN
727
Advisory Services Network
Georgia
$287K +$262K +5,056 New
FHA
728
Flagship Harbor Advisors
Massachusetts
$287K +$262K +5,063 New
FMWA
729
Forvis Mazars Wealth Advisors
Missouri
$286K +$260K +5,023 New
AWA
730
Arete Wealth Advisors
Illinois
$286K +$261K +5,036 New
DT
731
Diversified Trust
Tennessee
$286K +$261K +5,038 New
LNB
732
Ledyard National Bank
$286K +$261K +5,043 New
CPA
733
Court Place Advisors
Maryland
$285K +$260K +5,017 New
LFAS
734
Level Four Advisory Services
Texas
$285K +$265K +5,108 New
GFA
735
Gifford Fong Associates
California
$284K +$259K +5,000 New
PCG
736
Private Capital Group
Connecticut
$283K +$258K +4,972 New
QP
737
Quilter Plc
United Kingdom
$282K +$257K +4,957 New
QI
738
QS Investors
New York
$281K +$256K +4,936 New
SFG
739
Summit Financial Group
West Virginia
$281K +$256K +4,946 New
LWMM
740
Legacy Wealth Management (Mississippi)
Mississippi
$279K +$255K +4,914 New
CCFCSB
741
Cape Cod Five Cents Savings Bank
Massachusetts
$279K +$254K +4,906 New
IC
742
Inverness Counsel
New York
$278K +$253K +4,883 New
SG Americas Securities
743
SG Americas Securities
New York
$278K +$253K +4,891 New
WPP
744
Whalerock Point Partners
Rhode Island
$275K +$250K +4,830 New
NB
745
Northwest Bancshares
Pennsylvania
$275K +$251K +4,847 New
IFWM
746
Institute for Wealth Management
Colorado
$274K +$249K +4,814 New
APP
747
Avantax Planning Partners
Iowa
$274K +$250K +4,818 New
TIA
748
Tiemann Investment Advisors
California
$274K +$250K +4,820 New
MPI
749
Mairs & Power Inc
Minnesota
$273K +$249K +4,801 New
NAM
750
NorthCoast Asset Management
Connecticut
$271K +$247K +4,773 New