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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
601
Holderness Investments Company
North Carolina
$531K -$12.9K -167 -3%
SIG
602
Sky Investment Group
Connecticut
$527K -$198K -2,567 -28%
WSFS
603
Wilmington Savings Fund Society
Delaware
$525K -$2.15K -28 -0.4%
FHB
604
First Hawaiian Bank
Hawaii
$520K -$89K -1,156 -15%
SNBOSD
605
Security National Bank of So Dak
Iowa
$519K -$94.7K -1,231 -16%
CCP
606
Corient Capital Partners
California
$519K +$39.1K +508 +9%
DAC
607
Dividend Assets Capital
South Carolina
$511K – – –
WAM
608
Werlinich Asset Management
Connecticut
$509K – – –
MYAM
609
Meiji Yasuda Asset Management
Japan
$509K – – –
FC
610
Forte Capital
New York
$508K – – –
TSW
611
Thompson Siegel & Walmsley
Virginia
$508K +$450K +5,850 +1,634%
MIC
612
Means Investment Company
Maine
$506K -$4.16K -54 -0.9%
TW
613
Transform Wealth
Colorado
$506K +$46.7K +607 +11%
IAS
614
Investment Advisory Services
Texas
$505K +$488K +6,339 New
LS
615
Livforsakringsbolaget Skandia
Sweden
$503K – – –
FTDI
616
First Trust Direct Indexing
Massachusetts
$502K +$245K +3,180 +107%
KPWS
617
Kestra Private Wealth Services
Texas
$501K +$24.6K +319 +5%
DCM
618
Donaldson Capital Management
Indiana
$500K -$13K -169 -3%
SBH
619
Segall Bryant & Hamill
Illinois
$498K -$210K -2,724 -31%
GC
620
Grimes & Company
Massachusetts
$498K -$7K -91 -1%
SJL
621
Shayne & Jacobs LLC
Tennessee
$493K -$3.69K -48 -0.8%
MM
622
Meridian Management
Arkansas
$491K -$4.16K -54 -0.9%
YWP
623
YorkBridge Wealth Partners
New York
$491K +$26K +338 +6%
HAG
624
HighPoint Advisor Group
Illinois
$491K +$80.6K +1,047 +21%
MSA
625
Marino Stram & Associates
Massachusetts
$491K +$462K +6,001 New
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