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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
526
Busey Bank
Illinois
$554K -$49.9K -678 -8%
WAM
527
Werlinich Asset Management
Connecticut
$553K +$73.7K +1,000 +15%
FNFDCM
528
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$550K -$18.1K -246 -3%
FA
529
FDx Advisors
Illinois
$548K +$33.6K +456 +6%
PFO
530
Pathstone Family Office
New Jersey
$547K +$287K +3,895 +101%
PA
531
Pinnacle Associates
New York
$545K -$5.52K -75 -1%
EM
532
ELCO Management
New York
$539K -$30.2K -410 -5%
CWP
533
Curated Wealth Partners
California
$529K – – –
GIA
534
GHP Investment Advisors
Colorado
$524K -$46.8K -636 -8%
ARMT
535
Amica Retiree Medical Trust
Rhode Island
$520K – – –
CC
536
Chicago Capital
Illinois
$517K +$27.6K +375 +5%
FMWA
537
Forvis Mazars Wealth Advisors
Missouri
$515K +$185K +2,510 +52%
AAM
538
AR Asset Management
California
$509K – – –
AWS
539
Atria Wealth Solutions
New York
$502K +$294K +3,988 +128%
MYAM
540
Meiji Yasuda Asset Management
Japan
$500K +$52.3K +710 +11%
BIM
541
Baldwin Investment Management
Pennsylvania
$499K +$2.21K +30 +0.4%
AAM
542
Ascension Asset Management
New York
$496K +$517K +7,014 New
PFM
543
Parsec Financial Management
North Carolina
$495K -$20K -272 -4%
EHC
544
Everett Harris & Co
California
$495K – – –
IGGA
545
Iron Gate Global Advisors
Utah
$495K – – –
RWA
546
River Wealth Advisors
Pennsylvania
$494K -$2.5K -34 -0.5%
VBCG
547
Valley Brook Capital Group
Pennsylvania
$493K -$9.5K -129 -2%
SIC
548
Salem Investment Counselors
North Carolina
$492K -$60.1K -816 -10%
WC
549
Westhampton Capital
North Carolina
$492K +$8.84K +120 +2%
SFFS
550
Stonehage Fleming Financial Services
Jersey
$491K -$27.8K -378 -5%
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