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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
851
Howland Capital Management
Massachusetts
$251K -$35.4K -423 -13%
CWM
852
Calamos Wealth Management
Illinois
$251K +$3.93K +47 +2%
IFWM
853
Institute for Wealth Management
Colorado
$249K -$502 -6 -0.2%
CIC
854
Crawford Investment Counsel
Georgia
$248K -$12.1K -144 -5%
TA
855
Tiedemann Advisors
New York
$248K – – –
OPS
856
Orion Portfolio Solutions
Nebraska
$246K +$251 +3 +0.1%
SFA
857
Sequoia Financial Advisors
Ohio
$246K +$236K +2,821 New
LNWTC
858
Laird Norton Wetherby Trust Company
Washington
$245K +$236K +2,814 New
BCM
859
Brookstone Capital Management
Illinois
$242K -$25.9K -309 -10%
MPI
860
Mairs & Power Inc
Minnesota
$242K – – –
QCG
861
Quadrant Capital Group
Ohio
$242K +$30.3K +362 +15%
KOMWMG
862
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$241K +$231K +2,765 New
AWM
863
Aevitas Wealth Management
Massachusetts
$240K +$335 +4 +0.1%
PG
864
Proffitt & Goodson
Tennessee
$237K -$4.18K -50 -2%
AIM
865
Anchor Investment Management
South Carolina
$237K – – –
MC
866
Machina Capital
France
$236K +$227K +2,715 New
PGCM
867
Prescott Group Capital Management
Oklahoma
$235K – – –
SYBT
868
Stock Yards Bank & Trust
Kentucky
$235K +$225K +2,693 New
BCM
869
Bluefin Capital Management
New York
$235K +$226K +2,700 New
FAIM
870
Financial Advocates Investment Management
Washington
$233K +$214K +2,551 New
ABC
871
Associated Banc-Corp
Wisconsin
$231K +$1K +12 +0.5%
MF
872
Montis Financial
Massachusetts
$231K +$5.78K +69 +3%
CCM
873
Cullen Capital Management
New York
$230K -$80.7K -964 -27%
PFS
874
Prospera Financial Services
Texas
$230K -$4.02K -48 -2%
ADL
875
Asset Dedication LLC
California
$228K -$15.4K -184 -7%
33 34
35
36 37