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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
751
SimplyRich
California
$316K +$331K +4,426 New
MM
752
MQS Management
New York
$315K -$49.4K -662 -13%
BCM
753
Brookstone Capital Management
Illinois
$315K +$329K +4,399 New
EM
754
Excalibur Management
Massachusetts
$315K +$75 +1 +0%
GPA
755
Garrison Point Advisors
California
$314K -$36.6K -490 -10%
AC
756
Apella Capital
Connecticut
$314K +$8.74K +117 +3%
EWS
757
Evergreen Wealth Solutions
Pennsylvania
$313K +$320K +4,286 New
VFA
758
Valeo Financial Advisors
Indiana
$312K +$71.6K +959 +28%
PWAM
759
Private Wealth Asset Management
Iowa
$312K -$12.8K -172 -4%
AM
760
AGF Management
Ontario, Canada
$311K -$2.94M -39,325 -90%
PF
761
Phoenix Financial
Israel
$310K +$26.6K +356 +9%
MC
762
Moors & Cabot
Massachusetts
$310K -$8.44K -113 -3%
DMC
763
Drexel Morgan & Co
Pennsylvania
$307K – – –
TBT
764
Texas Bank & Trust
Texas
$305K +$8.14K +109 +3%
KWM
765
Kingsview Wealth Management
Oregon
$301K -$54.8K -734 -15%
MAS
766
Meeder Advisory Services
Ohio
$300K -$158K -2,117 -34%
WG
767
Warner Group
Connecticut
$300K +$313K +4,192 New
MGIA
768
Moneta Group Investment Advisors
Missouri
$297K +$1.27K +17 +0.4%
SWM
769
Shakespeare Wealth Management
Wisconsin
$297K – – –
FCP
770
Fidelis Capital Partners
Florida
$296K +$37.1K +497 +14%
PCIA
771
Prime Capital Investment Advisors
Kansas
$294K -$6.35K -85 -2%
OP
772
Oslo Pensjonsforsikring
$294K +$106K +1,419 +53%
PCM
773
Pointe Capital Management
Michigan
$294K -$7.47K -100 -2%
AWMM
774
Aegis Wealth Management (Maryland)
Maryland
$291K +$304K +4,069 New
WANY
775
Wealthspire Advisors (New York)
New York
$291K +$304K +4,065 New
29 30
31
32 33