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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
501
FineMark National Bank & Trust
Florida
$746K +$257 +3 +0%
IWC
502
Integrated Wealth Concepts
Massachusetts
$745K +$18.6K +218 +2%
GF
503
Gabelli Funds
New York
$739K -$308K -3,600 -28%
EI
504
Ellevest Inc
New York
$738K +$7.7K +90 +1%
JIC
505
Johnson Investment Counsel
Ohio
$735K -$47.3K -553 -6%
BIM
506
Bridges Investment Management
Nebraska
$734K – – –
PA
507
Parallel Advisors
California
$733K +$1.11K +13 +0.1%
AFA
508
Abacus FCF Advisors
Florida
$726K -$128K -1,502 -14%
GT
509
Greenleaf Trust
Michigan
$725K -$4.62K -54 -0.6%
HP
510
Holowesko Partners
Bahamas
$723K – – –
SNBOSD
511
Security National Bank of So Dak
Iowa
$720K +$14.1K +165 +2%
VI
512
Vestcor Inc
New Brunswick, Canada
$720K -$78.7K -920 -9%
HFBOT
513
Home Federal Bank of Tennessee
Tennessee
$708K -$4.28K -50 -0.6%
DI
514
DFPG Investments
Utah
$705K +$319K +3,725 +74%
DFCM
515
Dark Forest Capital Management
Puerto Rico
$699K +$239K +2,793 +47%
WJWM
516
Williams Jones Wealth Management
New York
$685K – – –
QC
517
Quadrature Capital
United Kingdom
$684K +$728K +8,512 New
SIA
518
Sit Investment Associates
Minnesota
$683K – – –
DWP
519
Daymark Wealth Partners
Ohio
$669K +$109K +1,270 +18%
HWM
520
HB Wealth Management
Georgia
$667K +$144K +1,684 +25%
AIMCA
521
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$667K -$5.76M -67,388 -89%
MHIC
522
Marble Harbor Investment Counsel
Massachusetts
$660K +$12.2K +143 +2%
LI
523
Lafayette Investments
Maryland
$656K +$143K +1,669 +26%
DBIA
524
Dumont & Blake Investment Advisors
New Jersey
$650K +$2.74K +32 +0.4%
HFM
525
Hartford Funds Management
Pennsylvania
$648K +$57.9K +677 +9%
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