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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
601
Dividend Assets Capital
South Carolina
$511K – – –
WAM
602
Werlinich Asset Management
Connecticut
$509K – – –
MYAM
603
Meiji Yasuda Asset Management
Japan
$509K – – –
FC
604
Forte Capital
New York
$508K – – –
TSW
605
Thompson Siegel & Walmsley
Virginia
$508K +$450K +5,850 +1,634%
MIC
606
Means Investment Company
Maine
$506K -$4.16K -54 -0.9%
TW
607
Transform Wealth
Colorado
$506K +$46.7K +607 +11%
IAS
608
Investment Advisory Services
Texas
$505K +$488K +6,339 New
LS
609
Livforsakringsbolaget Skandia
Sweden
$503K – – –
FTDI
610
First Trust Direct Indexing
Massachusetts
$502K +$245K +3,180 +107%
KPWS
611
Kestra Private Wealth Services
Texas
$501K +$24.6K +319 +5%
DCM
612
Donaldson Capital Management
Indiana
$500K -$13K -169 -3%
SBH
613
Segall Bryant & Hamill
Illinois
$498K -$210K -2,724 -31%
GC
614
Grimes & Company
Massachusetts
$498K -$7K -91 -1%
SJL
615
Shayne & Jacobs LLC
Tennessee
$493K -$3.69K -48 -0.8%
MM
616
Meridian Management
Arkansas
$491K -$4.16K -54 -0.9%
YWP
617
YorkBridge Wealth Partners
New York
$491K +$26K +338 +6%
HAG
618
HighPoint Advisor Group
Illinois
$491K +$80.6K +1,047 +21%
MSA
619
Marino Stram & Associates
Massachusetts
$491K +$462K +6,001 New
FG
620
Fiduciary Group
Georgia
$490K – – –
FHA
621
Flagship Harbor Advisors
Massachusetts
$487K +$32.7K +425 +8%
ACM
622
Ativo Capital Management
Illinois
$480K -$21.6K -280 -5%
MA
623
Mutual Advisors
Nebraska
$478K -$81.2K -1,055 -15%
EM
624
Excalibur Management
Massachusetts
$476K -$1.31K -17 -0.3%
BHWM
625
Bar Harbor Wealth Management
New Hampshire
$472K -$7.08K -92 -2%
23 24
25
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