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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
901
Sentry LLC
Tennessee
$232K – – –
LI
902
LMCG Investments
Massachusetts
$232K – – –
FHA
903
First Horizon Advisors
Tennessee
$231K +$29K +300 +15%
CCA
904
Childress Capital Advisors
Texas
$231K +$7.43K +77 +3%
PFGIA
905
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$5.7K -59 -2%
CGL
906
Clarius Group LLC
Washington
$230K -$36.7K -380 -14%
CTA
907
Colonial Trust Advisors
South Carolina
$229K – – –
BSI
908
Bennett Selby Investments
Maine
$228K +$12.6K +130 +6%
WTA
909
Washington Trust Advisors
Massachusetts
$228K – – –
AFG
910
Atomi Financial Group
New York
$227K -$72.7K -753 -25%
SVCP
911
Silicon Valley Capital Partners
California
$225K – – –
SYBT
912
Stock Yards Bank & Trust
Kentucky
$225K +$1.45K +15 +0.7%
CF
913
Centaurus Financial
California
$224K -$2.03K -21 -0.9%
LAM
914
Longboard Asset Management
Arizona
$224K – – –
GCM
915
GKV Capital Management
California
$223K – – –
IA
916
IFP Advisors
Florida
$222K -$851K -8,812 -80%
SMCM
917
Sky-Mountain Capital Management
Idaho
$222K – – –
SC
918
SouthState Corp
Florida
$221K +$7.43K +77 +4%
FNT
919
First National Trust
Pennsylvania
$220K -$8.01K -83 -4%
AWM
920
Angeles Wealth Management
California
$219K +$214K +2,214 New
APW
921
Aventura Private Wealth
Florida
$219K -$40K -414 -16%
OIA
922
Optimum Investment Advisors
Illinois
$218K -$6.18K -64 -3%
NIM
923
Northeast Investment Management
Massachusetts
$217K – – –
FSC
924
Full Sail Capital
Oklahoma
$216K +$211K +2,185 New
ADL
925
Asset Dedication LLC
California
$216K +$290 +3 +0.1%
35 36
37
38 39