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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
826
Farther Finance Advisors
California
$269K -$5.17K -57 -2%
CCM
827
Copeland Capital Management
Pennsylvania
$268K -$713K -7,855 -73%
FCBT
828
First Citizens Bank & Trust
North Carolina
$266K -$5.99K -66 -2%
LS
829
Livforsakringsbolaget Skandia
Sweden
$266K -$18.2K -200 -6%
MG
830
Mather Group
Illinois
$266K -$50.8K -560 -16%
SWMP
831
Signature Wealth Management Partners
New Jersey
$266K – – –
LCM
832
LCM Capital Management
Illinois
$265K -$182 -2 -0.1%
TC
833
TwinBeech Capital
New York
$264K -$9.06M -99,800 -97%
PPWP
834
Premier Path Wealth Partners
New Jersey
$264K -$13.9K -153 -5%
DS
835
DRW Securities
Illinois
$263K -$162K -1,786 -38%
JSW
836
Journey Strategic Wealth
New Jersey
$263K -$205K -2,259 -44%
JTWM
837
Jackson Thornton Wealth Management
Alabama
$260K +$258K +2,844 New
RWM
838
Ritholtz Wealth Management
New York
$259K -$6.54K -72 -2%
CAG
839
Crestwood Advisors Group
Massachusetts
$259K -$35K -386 -12%
SAM
840
S.A. Mason
Michigan
$258K +$91 +1 +0%
JMFC
841
J.M. Forbes & Co
Massachusetts
$257K +$2.63K +29 +1%
FCM
842
Fourpath Capital Management
Oklahoma
$256K -$4.36K -48 -2%
RWP
843
RWA Wealth Partners
Massachusetts
$256K – – –
CWP
844
Cyndeo Wealth Partners
Florida
$255K -$4.08K -45 -2%
MP
845
McDonald Partners
Ohio
$255K -$14.3K -158 -5%
CCM
846
Coldstream Capital Management
Washington
$254K -$3.45K -38 -1%
AMIM
847
Aull & Monroe Investment Management
Alabama
$253K -$6.81K -75 -3%
BFS
848
Bard Financial Services
Connecticut
$253K – – –
KOMWMG
849
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K – – –
HCM
850
Howard Capital Management
Georgia
$251K +$7.63K +84 +3%
32 33
34
35 36