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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ST
801
Sentinel Trust
Texas
$219K +$215K +2,600 New
IFWM
802
Institute for Wealth Management
Colorado
$219K -$5.79K -70 -3%
PSP
803
Principal Street Partners
Tennessee
$218K -$2.65K -32 -1%
VSQM
804
V-Square Quantitative Management
Illinois
$216K +$212K +2,563 New
Avantax Planning Partners
805
Avantax Planning Partners
Iowa
$216K +$212K +2,559 New
Gratus Capital
806
Gratus Capital
Georgia
$216K +$211K +2,554 New
WEG
807
World Equity Group
Illinois
$216K +$1.36M +16,489 New
COCM
808
Charter Oak Capital Management
New Hampshire
$213K +$209K +2,524 New
RMCM
809
Reynders McVeigh Capital Management
Massachusetts
$213K +$209K +2,528 New
GA
810
Geller Advisors
New York
$213K +$209K +2,522 New
CreativeOne Wealth
811
CreativeOne Wealth
Kansas
$212K -$201K -2,424 -49%
LIM
812
Leavell Investment Management
Alabama
$211K -$7.2K -87 -3%
ADL
813
Asset Dedication LLC
California
$211K – – –
CFO
814
Custos Family Office
Texas
$211K +$207K +2,500 New
Bailard
815
Bailard
California
$211K +$207K +2,497 New
BEAM
816
Baker Ellis Asset Management
Washington
$211K -$16.6K -200 -7%
MF
817
Montis Financial
Massachusetts
$210K +$206K +2,486 New
Mairs & Power Inc
818
Mairs & Power Inc
Minnesota
$209K -$8.28K -100 -4%
Conning Inc
819
Conning Inc
Connecticut
$208K +$204K +2,470 New
WFAG
820
Wescott Financial Advisory Group
Pennsylvania
$207K +$203K +2,458 New
PFS Investments
821
PFS Investments
Georgia
$207K +$219K +2,643 New
CA
822
Cullinan Associates
Kentucky
$207K -$128K -1,552 -39%
FCMC
823
Founders Capital Management (Connecticut)
Connecticut
$207K +$203K +2,450 New
Brighton Jones LLC
824
Brighton Jones LLC
Washington
$206K -$17.5K -212 -8%
HH
825
Hilltop Holdings
Texas
$205K +$201K +2,431 New