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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
601
Optas LLC
Texas
$548K +$149K +1,780 +39%
APA
602
American Portfolios Advisors
New York
$545K +$26.4K +315 +5%
ANI
603
American National Insurance
Texas
$541K -$4.2M -50,166 -89%
SC
604
SouthState Corp
Florida
$540K -$2.01K -24 -0.4%
PFO
605
Pathstone Family Office
New Jersey
$540K +$107K +1,279 +26%
MIC
606
Means Investment Company
Maine
$538K +$84 +1 +0%
FC
607
Forte Capital
New York
$537K -$3.43K -41 -0.7%
LRPA
608
L. Roy Papp & Associates
Arizona
$534K -$67K -800 -12%
MC
609
Moors & Cabot
Massachusetts
$532K -$12.4K -148 -2%
GC
610
Grimes & Company
Massachusetts
$532K +$1.17K +14 +0.2%
QI
611
Qtron Investments
Massachusetts
$526K – – –
LI
612
Lafayette Investments
Maryland
$524K +$150K +1,787 +42%
MM
613
Meridian Management
Arkansas
$523K – – –
MFW
614
Meristem Family Wealth
Minnesota
$522K -$1.42K -17 -0.3%
GPA
615
Garrison Point Advisors
California
$520K +$10.5K +125 +2%
SIA
616
Schechter Investment Advisors
Michigan
$520K +$500K +5,974 New
MA
617
Mutual Advisors
Nebraska
$519K -$16K -191 -3%
IWC
618
Integrated Wealth Concepts
Massachusetts
$519K +$40.5K +484 +9%
SBH
619
Segall Bryant & Hamill
Illinois
$517K -$921 -11 -0.2%
OTPPB
620
Ontario Teachers' Pension Plan Board
Ontario, Canada
$515K +$93K +1,111 +23%
PA
621
Profund Advisors
Maryland
$513K -$18.4K -220 -4%
YWP
622
YorkBridge Wealth Partners
New York
$512K -$4.35K -52 -0.9%
BTW
623
Boston Trust Walden
Massachusetts
$507K +$33.3K +398 +7%
EM
624
Excalibur Management
Massachusetts
$506K -$670 -8 -0.1%
WT
625
Washington Trust
Rhode Island
$504K -$318K -3,797 -40%
23 24
25
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