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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
551
Cooper Financial Group
California
$751K -$12.7K -145 -1%
FMWA
552
Forvis Mazars Wealth Advisors
Missouri
$751K -$7.7K -88 -0.9%
TCA
553
Transcend Capital Advisors
New Jersey
$744K +$300K +3,427 +55%
DWP
554
Daymark Wealth Partners
Ohio
$743K +$42.5K +486 +5%
WT
555
Whittier Trust
California
$741K -$64.6K -738 -7%
SIC
556
Salem Investment Counselors
North Carolina
$732K – – –
MFIM
557
Mesirow Financial Investment Management
Illinois
$728K +$394K +4,506 +91%
AAM
558
Azzad Asset Management
Virginia
$726K +$4.2K +48 +0.5%
GT
559
Greenleaf Trust
Michigan
$724K +$124K +1,421 +18%
BAM
560
Belpointe Asset Management
Nevada
$720K +$817K +9,336 New
SO
561
STRS Ohio
Ohio
$719K -$2.07M -23,714 -72%
DT
562
Diversified Trust
Tennessee
$719K +$183K +2,095 +29%
BIG
563
Brooklyn Investment Group
New York
$717K +$466K +5,321 +134%
BP
564
Ballentine Partners
Massachusetts
$717K +$45.5K +520 +6%
MYAM
565
Meiji Yasuda Asset Management
Japan
$714K +$70.9K +810 +10%
IAS
566
IMA Advisory Services
Colorado
$712K -$24.3K -278 -3%
SFA
567
Sequoia Financial Advisors
Ohio
$711K +$35.7K +408 +5%
BAM
568
Blueshift Asset Management
New Jersey
$710K +$471K +5,389 +141%
BCV
569
Banque Cantonale Vaudoise
Switzerland
$706K +$801K +9,157 New
BIM
570
Bridges Investment Management
Nebraska
$705K -$111K -1,271 -12%
TCWA
571
Turtle Creek Wealth Advisors
Texas
$700K +$14.8K +169 +2%
WC
572
Woodstock Corp
Massachusetts
$698K -$78.9K -902 -9%
HFBOT
573
Home Federal Bank of Tennessee
Tennessee
$698K -$10.9K -125 -1%
LNWTC
574
Laird Norton Wetherby Trust Company
Washington
$694K -$54.4K -622 -6%
DILIC
575
Dai-ichi Life Insurance Company
Japan
$688K – – –
21 22
23
24 25