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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
601
Burney Company
Virginia
$595K -$454K -6,076 -42%
AP
602
Anchyra Partners
Georgia
$587K -$11.9K -159 -2%
SIP
603
Stoneridge Investment Partners
Pennsylvania
$582K +$604K +8,092 New
FMWA
604
Forvis Mazars Wealth Advisors
Missouri
$578K -$125K -1,676 -17%
LNWTC
605
Laird Norton Wetherby Trust Company
Washington
$576K -$71.3K -955 -11%
SOW
606
State of Wyoming
Wyoming
$571K +$81.7K +1,094 +16%
PA
607
Parallel Advisors
California
$567K +$123K +1,653 +26%
CWP
608
Curated Wealth Partners
California
$563K +$32.1K +430 +6%
IIA
609
ICW Investment Advisors
Arizona
$563K +$8.37K +112 +1%
MYAM
610
Meiji Yasuda Asset Management
Japan
$561K -$106K -1,424 -15%
VI
611
Vestcor Inc
New Brunswick, Canada
$561K – – –
PTCG
612
Pring Turner Capital Group
California
$559K – – –
QWP
613
Quotient Wealth Partners
Texas
$558K +$100K +1,343 +21%
MCA
614
MSH Capital Advisors
Arizona
$555K +$579K +7,755 New
DBIA
615
Dumont & Blake Investment Advisors
New Jersey
$554K -$25.4K -340 -4%
CWM
616
Compass Wealth Management
Connecticut
$554K +$578K +7,741 New
CC
617
Centiva Capital
New York
$551K +$575K +7,702 New
ECM
618
Everence Capital Management
Indiana
$551K -$429K -5,741 -43%
SIA
619
Sit Investment Associates
Minnesota
$550K – – –
KF
620
Krilogy Financial
Missouri
$549K +$572K +7,664 New
HIP
621
HUB Investment Partners
Texas
$542K +$268K +3,583 +90%
BHIA
622
Birch Hill Investment Advisors
Massachusetts
$540K – – –
AU
623
AlphaGrep UK
$534K -$433K -5,793 -44%
SIA
624
Soltis Investment Advisors
Utah
$531K +$95.6K +1,280 +21%
PCM
625
Polymer Capital Management
New York
$529K +$104K +1,386 +23%
23 24
25
26 27