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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
851
MassMutual Private Wealth & Trust
Connecticut
$219K +$39.3K +408 +22%
ICP
852
Interchange Capital Partners
Pennsylvania
$218K +$218K +2,267 New
NGA
853
Naples Global Advisors
Florida
$218K – – –
CHA
854
Carmichael Hill & Associates
Maryland
$217K +$43.2K +448 +25%
MS
855
Maven Securities
Jersey
$216K +$216K +2,245 New
CPA
856
Capital Planning Advisors
California
$216K -$8.19K -85 -4%
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$214K -$96 -1 -0%
FPAS
858
Focus Partners Advisor Solutions
Missouri
$213K +$17.2K +178 +9%
TWP
859
Tyche Wealth Partners
Texas
$212K – – –
CT
860
Chicago Trust
Illinois
$212K -$46.3K -480 -18%
IAA
861
Independent Advisor Alliance
North Carolina
$212K +$212K +2,198 New
PA
862
Procyon Advisors
Connecticut
$210K -$1.06K -11 -0.5%
TSS
863
Two Sigma Securities
New York
$209K +$210K +2,174 New
NAS
864
Nicolet Advisory Services
Wisconsin
$208K +$3.66K +38 +2%
LIM
865
Leavell Investment Management
Alabama
$208K – – –
GG
866
Greenwood Gearhart
Arkansas
$208K -$18.3K -190 -8%
MCM
867
Manchester Capital Management
Vermont
$207K -$1.25K -13 -0.6%
SWM
868
SeaCrest Wealth Management
New York
$207K +$5.4K +56 +3%
PBC
869
Pavion Blue Capital
California
$207K – – –
IAN
870
Integrated Advisors Network
Texas
$207K +$2.7K +28 +1%
P
871
&Partners
Tennessee
$207K +$207K +2,149 New
HTC
872
Haverford Trust Company
Pennsylvania
$207K +$6.94K +72 +3%
LSAG
873
Lake Street Advisors Group
New Hampshire
$207K -$40.4K -419 -16%
BSI
874
Bennett Selby Investments
Maine
$205K +$193 +2 +0.1%
IFWM
875
Institute for Wealth Management
Colorado
$204K -$4.14K -43 -2%
33 34
35
36 37