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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
526
Werlinich Asset Management
Connecticut
$499K – – –
FNFDCM
527
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$496K – – –
TSW
528
Thompson Siegel & Walmsley
Virginia
$492K -$36.6K -500 -6%
IGGA
529
Iron Gate Global Advisors
Utah
$490K – – –
EM
530
ELCO Management
New York
$487K +$439 +6 +0.1%
BRWA
531
B. Riley Wealth Advisors
Florida
$482K +$99.1K +1,354 +22%
CWP
532
Curated Wealth Partners
California
$478K – – –
SCM
533
Stevens Capital Management
Pennsylvania
$478K +$329K +4,499 +150%
AIP
534
Ameritas Investment Partners
Nebraska
$473K -$48K -656 -8%
TIM
535
Thornburg Investment Management
New Mexico
$465K -$49.8M -680,791 -99%
HI
536
Horizon Investments
North Carolina
$461K +$56.8K +777 +12%
AAM
537
AR Asset Management
California
$459K – – –
PFO
538
Pathstone Family Office
New Jersey
$458K -$65.7K -898 -12%
CCG
539
Cypress Capital Group
Florida
$453K -$247K -3,375 -32%
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$453K -$15.1K -206 -3%
SFFS
541
Stonehage Fleming Financial Services
Jersey
$453K – – –
AWS
542
Atria Wealth Solutions
New York
$448K -$6.29K -86 -1%
CC
543
Chicago Capital
Illinois
$447K -$22.9K -313 -4%
AAM
544
Ascension Asset Management
New York
$447K – – –
SIA
545
Schechter Investment Advisors
Michigan
$447K +$28.2K +385 +6%
VBCG
546
Valley Brook Capital Group
Pennsylvania
$445K – – –
WC
547
Westhampton Capital
North Carolina
$444K – – –
NAM
548
NorthCrest Asset Manangement
Minnesota
$443K +$89.4K +1,222 +21%
WG
549
Winton Group
United Kingdom
$442K +$507K +6,924 New
FL
550
Fort LP
Maryland
$441K -$304K -4,160 -38%
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