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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
476
Johnson Investment Counsel
Ohio
$705K +$91.3K +1,240 +14%
VVP
477
Venture Visionary Partners
Ohio
$699K -$3.83K -52 -0.5%
FFA
478
First Foundation Advisors
California
$698K -$141K -1,916 -16%
GI
479
GAMCO Investors
Connecticut
$695K -$350K -4,750 -33%
MNBTD
480
Moody National Bank Trust Division
Texas
$690K -$75.8K -1,029 -10%
FNBT
481
FineMark National Bank & Trust
Florida
$672K +$5.6K +76 +0.8%
FI
482
Fractal Investments
Connecticut
$664K – – –
WJWM
483
Williams Jones Wealth Management
New York
$663K +$159K +2,163 +30%
ATC
484
Argent Trust Co
Tennessee
$653K -$3.31K -45 -0.5%
BIM
485
Bridges Investment Management
Nebraska
$646K -$1.77K -24 -0.3%
GT
486
Glenview Trust
Kentucky
$645K -$12.6K -171 -2%
AAS
487
Avantax Advisory Services
Texas
$644K +$12K +163 +2%
CFMC
488
Curbstone Financial Management Corp
New Hampshire
$634K +$62K +842 +10%
PTC
489
Philadelphia Trust Company
Pennsylvania
$632K -$123K -1,675 -16%
PCTC
490
Perkins Coie Trust Company
Washington
$631K -$48.2K -654 -7%
EAM
491
Empirical Asset Management
Massachusetts
$630K +$444K +6,024 +208%
GAAM
492
Guinness Atkinson Asset Management
California
$627K – – –
BAMF
493
BI Asset Management Fondsmaeglerselskab
Denmark
$626K +$35.3K +479 +6%
FMB
494
Field & Main Bank
Kentucky
$623K +$32.6K +443 +5%
DBIA
495
Dumont & Blake Investment Advisors
New Jersey
$622K +$7.81K +106 +1%
SW
496
SVB Wealth
Massachusetts
$621K -$53.5K -727 -8%
SIA
497
Sit Investment Associates
Minnesota
$620K -$123K -1,675 -16%
KTA
498
Keeley-Teton Advisors
Illinois
$616K – – –
HFBOT
499
Home Federal Bank of Tennessee
Tennessee
$613K +$31.3K +425 +5%
SCA
500
Snowden Capital Advisors
New York
$612K +$589 +8 +0.1%
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