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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
826
Nicolet Advisory Services
Wisconsin
$218K +$199K +3,838 New
WIC
827
Woodmont Investment Counsel
Tennessee
$218K +$199K +3,839 New
ADL
828
Asset Dedication LLC
California
$218K +$211K +4,069 New
SS
829
Simplicity Solutions
Minnesota
$217K +$198K +3,819 New
SWK
830
Stephen W. Kidder
$216K +$197K +3,794 New
TA
831
Tiedemann Advisors
New York
$216K +$197K +3,807 New
CHAM
832
Clear Harbor Asset Management
Connecticut
$215K +$196K +3,778 New
MWM
833
Madison Wealth Management
Ohio
$215K +$196K +3,788 New
FNBT
834
FineMark National Bank & Trust
Florida
$213K +$194K +3,751 New
BRWM
835
B. Riley Wealth Management
Tennessee
$210K +$192K +3,702 New
GP
836
Girard Partners
Pennsylvania
$210K +$192K +3,708 New
BFIM
837
Beese Fulmer Investment Management
Ohio
$209K +$190K +3,672 New
VFPI
838
Vantage Financial Partners (Illinois)
Illinois
$209K +$190K +3,675 New
NP
839
NorthRock Partners
Minnesota
$209K +$190K +3,676 New
FIM
840
Fruth Investment Management
Texas
$209K +$191K +3,677 New
IIA
841
ICW Investment Advisors
Arizona
$208K +$190K +3,661 New
CCMW
842
Cypress Capital Management (Wyoming)
Wyoming
$207K +$188K +3,637 New
BAM
843
Belpointe Asset Management
Nevada
$206K +$188K +3,630 New
AF
844
Aldebaran Financial
$205K +$187K +3,612 New
CL
845
CPWM LLC
Washington
$204K +$186K +3,581 New
HW
846
Hancock Whitney
Mississippi
$202K +$183K +3,538 New
PG
847
Proffitt & Goodson
Tennessee
$200K +$182K +3,521 New
RCA
848
Resonant Capital Advisors
Wisconsin
$200K +$182K +3,521 New
PAM
849
Paradigm Asset Management
New York
$199K +$181K +3,500 New
EIP
850
Ellis Investment Partners
Pennsylvania
$199K +$185K +3,579 New