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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
801
9258 Wealth Management
Ohio
$258K – – –
SCM
802
Shelton Capital Management
Colorado
$257K -$964 -10 -0.4%
ACP
803
Aveo Capital Partners
Colorado
$256K -$5.97K -62 -2%
PFS
804
Prospera Financial Services
Texas
$256K +$20.4K +212 +9%
SYBT
805
Stock Yards Bank & Trust
Kentucky
$254K -$36.4K -378 -13%
B
806
Bellecapital
Switzerland
$253K – – –
FNT
807
First National Trust
Pennsylvania
$252K -$3.28K -34 -1%
DTL
808
Dynamic Technology Lab
Singapore
$252K -$1.31M -13,607 -84%
HW
809
Hancock Whitney
Mississippi
$252K +$6.55K +68 +3%
FCMC
810
Founders Capital Management (Connecticut)
Connecticut
$251K +$8.38K +87 +3%
GC
811
Gratus Capital
Georgia
$251K +$15.5K +161 +7%
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$5.97K +62 +2%
SC
813
Sapient Capital
Indiana
$250K -$5.69K -59 -2%
BJL
814
Brighton Jones LLC
Washington
$248K +$11.9K +124 +5%
FFM
815
Forum Financial Management
Illinois
$248K +$193 +2 +0.1%
AO
816
Advisor OS
Illinois
$246K +$16.9K +175 +7%
LWANC
817
Laurel Wealth Advisors (North Carolina)
North Carolina
$246K -$3.57K -37 -1%
CWP
818
Cyndeo Wealth Partners
Florida
$245K -$1.83K -19 -0.7%
SIG
819
Sky Investment Group
Connecticut
$244K -$25.1K -260 -9%
AIM
820
Anchor Investment Management
South Carolina
$242K -$9.64K -100 -4%
SFP
821
Sterling Financial Planning
New Jersey
$241K – – –
NIM
822
Northeast Investment Management
Massachusetts
$240K – – –
EH
823
Equitable Holdings
New York
$239K -$6.75K -70 -3%
CCA
824
Cobblestone Capital Advisors
New York
$238K – – –
CC
825
Callan Capital
California
$238K +$7.71K +80 +3%
31 32
33
34 35