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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
551
Cooper Financial Group
California
$515K +$97.4K +1,319 +25%
TBA
552
Tower Bridge Advisors
Pennsylvania
$514K – – –
HL
553
HeadInvest LLC
Maine
$512K -$14.2K -192 -3%
CT
554
Caldwell Trust
Florida
$501K -$4.72K -64 -1%
AOI
555
Auto-Owners Insurance
Michigan
$501K +$472K +6,393 New
AIM
556
AHL Investment Management
Florida
$499K – – –
ARMT
557
Amica Retiree Medical Trust
Rhode Island
$495K -$4.43K -60 -0.9%
MA
558
Montag & Associates
Georgia
$492K -$12K -162 -3%
GL
559
Graypoint LLC
New York
$490K -$74 -1 -0%
VAS
560
Vestmark Advisory Solutions
Massachusetts
$487K -$299K -4,052 -39%
MA
561
Mutual Advisors
Nebraska
$485K -$17K -230 -4%
HIC
562
Holderness Investments Company
North Carolina
$485K -$221 -3 -0%
SFG
563
Sovereign Financial Group
Connecticut
$485K +$4.13K +56 +0.9%
MIC
564
Means Investment Company
Maine
$484K +$74 +1 +0%
HWM
565
HB Wealth Management
Georgia
$483K +$51.1K +692 +13%
WDA
566
Wendell David Associates
New Hampshire
$480K -$5.54K -75 -1%
SNBOSCI
567
Security National Bank of Sioux City Iowa
Iowa
$480K -$2.73K -37 -0.6%
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$476K +$122K +1,646 +37%
EI
569
Ellevest Inc
New York
$474K +$126K +1,701 +39%
SCM
570
Schnieders Capital Management
California
$472K +$101K +1,370 +29%
WSTAM
571
Wilbanks Smith & Thomas Asset Management
Virginia
$471K +$27.8K +376 +7%
MM
572
Meridian Management
Arkansas
$470K – – –
FC
573
Forte Capital
New York
$468K -$2.14K -29 -0.5%
GPA
574
Garrison Point Advisors
California
$465K -$1.62K -22 -0.4%
TMAM
575
Tokio Marine Asset Management
Japan
$465K +$11K +149 +3%
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