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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
801
NorthCrest Asset Manangement
Minnesota
$251K -$401K -4,588 -59%
EI
802
Ellevest Inc
New York
$251K -$10.8K -123 -4%
FHA
803
Flagship Harbor Advisors
Massachusetts
$250K +$18.9K +216 +7%
CCM
804
Coldstream Capital Management
Washington
$250K +$45.2K +517 +19%
ILI
805
Invesco LLC (Illinois)
Illinois
$248K – – –
FM
806
Foster & Motley
Ohio
$248K – – –
AFG
807
Atomi Financial Group
New York
$248K +$281K +3,217 New
PI
808
PFG Investments
New York
$248K +$7.35K +84 +3%
MAM
809
Mystic Asset Management
Rhode Island
$247K -$30.4K -348 -10%
PIP
810
Philadelphia Investment Partners
New Jersey
$246K +$279K +3,190 New
ICP
811
Interchange Capital Partners
Pennsylvania
$245K +$210K +2,405 New
DDC
812
DF Dent & Co
Maryland
$244K +$277K +3,165 New
FWCM
813
Ferguson Wellman Capital Management
Oregon
$244K – – –
VCA
814
Verdence Capital Advisors
Maryland
$242K -$83.9K -959 -23%
SVWAG
815
Sound View Wealth Advisors Group
Georgia
$241K -$88.8K -1,015 -24%
AWM
816
AE Wealth Management
Kansas
$240K +$28K +320 +11%
MG
817
Marex Group
$240K +$272K +3,114 New
VA
818
VestGen Advisors
Illinois
$238K -$22.3K -255 -7%
FNBOO
819
First National Bank of Omaha
Nebraska
$237K – – –
MMPW
820
Mitchell McLeod Pugh & Williams
Alabama
$237K +$7K +80 +3%
TH
821
TCTC Holdings
Texas
$236K -$16.4K -187 -6%
AP
822
Arlington Partners
Alabama
$235K +$267K +3,052 New
QWM
823
Quadcap Wealth Management
Texas
$234K +$54.1K +618 +26%
GPI
824
General Partner Inc
Pennsylvania
$233K – – –
MWM
825
Meridian Wealth Management
Kentucky
$233K +$350 +4 +0.1%
31 32
33
34 35