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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
OFA
801
Orographic Financial Advisors
Colorado
$251K +$285K +3,259 New
NAM
802
NorthCrest Asset Manangement
Minnesota
$251K -$401K -4,588 -59%
EI
803
Ellevest Inc
New York
$251K -$10.8K -123 -4%
FHA
804
Flagship Harbor Advisors
Massachusetts
$250K +$18.9K +216 +7%
Coldstream Capital Management
805
Coldstream Capital Management
Washington
$250K +$45.2K +517 +19%
ILI
806
Invesco LLC (Illinois)
Illinois
$248K – – –
FM
807
Foster & Motley
Ohio
$248K – – –
Atomi Financial Group
808
Atomi Financial Group
New York
$248K +$281K +3,217 New
PI
809
PFG Investments
New York
$248K +$7.35K +84 +3%
MAM
810
Mystic Asset Management
Rhode Island
$247K -$30.4K -348 -10%
PIP
811
Philadelphia Investment Partners
New Jersey
$246K +$279K +3,190 New
ICP
812
Interchange Capital Partners
Pennsylvania
$245K +$210K +2,405 New
DF Dent & Co
813
DF Dent & Co
Maryland
$244K +$277K +3,165 New
Ferguson Wellman Capital Management
814
Ferguson Wellman Capital Management
Oregon
$244K – – –
VCA
815
Verdence Capital Advisors
Maryland
$242K -$83.9K -959 -23%
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$241K -$88.8K -1,015 -24%
AE Wealth Management
817
AE Wealth Management
Kansas
$240K +$28K +320 +11%
Marex Group
818
Marex Group
$240K +$272K +3,114 New
VA
819
VestGen Advisors
Illinois
$238K -$22.3K -255 -7%
First National Bank of Omaha
820
First National Bank of Omaha
Nebraska
$237K – – –
MMPW
821
Mitchell McLeod Pugh & Williams
Alabama
$237K +$7K +80 +3%
TCTC Holdings
822
TCTC Holdings
Texas
$236K -$16.4K -187 -6%
AP
823
Arlington Partners
Alabama
$235K +$267K +3,052 New
QWM
824
Quadcap Wealth Management
Texas
$234K +$54.1K +618 +26%
GPI
825
General Partner Inc
Pennsylvania
$233K – – –