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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
851
Hancock Whitney
Mississippi
$236K -$33K -346 -13%
ICP
852
Interchange Capital Partners
Pennsylvania
$236K – – –
OIA
853
Optimum Investment Advisors
Illinois
$235K -$6K -63 -3%
FPAS
854
Focus Partners Advisor Solutions
Missouri
$231K +$667 +7 +0.3%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$231K – – –
CW
856
CreativeOne Wealth
Kansas
$230K +$211K +2,210 New
TWP
857
Tyche Wealth Partners
Texas
$229K +$191 +2 +0.1%
NIM
858
Northeast Investment Management
Massachusetts
$228K -$28.6K -300 -12%
OR
859
Olympiad Research
Connecticut
$227K +$208K +2,182 New
PCM
860
Prelude Capital Management
New York
$227K +$208K +2,182 New
PA
861
Procyon Advisors
Connecticut
$226K – – –
HI
862
Harbour Investments
Wisconsin
$226K +$21.2K +222 +11%
GG
863
Greenwood Gearhart
Arkansas
$224K – – –
LIM
864
Leavell Investment Management
Alabama
$224K – – –
PBC
865
Pavion Blue Capital
California
$224K – – –
LSAG
866
Lake Street Advisors Group
New Hampshire
$223K -$381 -4 -0.2%
WSC
867
Wellington Shields & Co
New York
$222K +$2K +21 +1%
IAN
868
Integrated Advisors Network
Texas
$221K -$1.81K -19 -0.9%
BSI
869
Bennett Selby Investments
Maine
$221K – – –
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$219K -$16K -168 -7%
MF
871
Montis Financial
Massachusetts
$219K -$20.5K -215 -9%
IFWM
872
Institute for Wealth Management
Colorado
$218K -$2.19K -23 -1%
RMCM
873
Reynders McVeigh Capital Management
Massachusetts
$218K -$1.14K -12 -0.6%
NAS
874
Nicolet Advisory Services
Wisconsin
$217K -$6.48K -68 -3%
AC
875
Avestar Capital
New York
$217K -$2.76K -29 -1%
33 34
35
36 37