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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
601
UMB Bank
Missouri
$432K -$6.33K -74 -1%
WSTAM
602
Wilbanks Smith & Thomas Asset Management
Virginia
$431K -$40.9K -478 -8%
GI
603
GAMCO Investors
Connecticut
$429K -$124K -1,450 -21%
FCH
604
Freestone Capital Holdings
Washington
$428K -$10.5K -123 -2%
MA
605
Mutual Advisors
Nebraska
$427K -$1.45K -17 -0.3%
CG
606
Caprock Group
Idaho
$425K -$10.7K -125 -2%
GC
607
Grimes & Company
Massachusetts
$422K +$1.97K +23 +0.4%
CIA
608
Choate Investment Advisors
Massachusetts
$420K +$19.9K +233 +5%
LC
609
Lindbrook Capital
California
$416K +$86 +1 +0%
BSA
610
Bull Street Advisors
Georgia
$416K – – –
PSP
611
Principal Street Partners
Tennessee
$415K +$221K +2,585 +100%
SOS
612
Silver Oak Securities
Tennessee
$415K +$13.9K +163 +3%
NIM
613
NEOS Investment Management
Connecticut
$414K +$440K +5,150 New
AMIM
614
Aull & Monroe Investment Management
Alabama
$410K -$7.36K -86 -2%
MYLI
615
Meiji Yasuda Life Insurance
Japan
$409K +$435K +5,090 New
SJL
616
Shayne & Jacobs LLC
Tennessee
$409K – – –
TTWM
617
TCV Trust & Wealth Management
Virginia
$405K +$23.1K +270 +6%
VCA
618
Verdence Capital Advisors
Maryland
$403K +$20.5K +240 +5%
BB
619
Busey Bank
Illinois
$403K -$26.8K -313 -6%
GFA
620
Gifford Fong Associates
California
$402K – – –
P
621
Pitcairn
Pennsylvania
$401K +$30.9K +361 +8%
CT
622
Cambridge Trust
Massachusetts
$401K -$3.08K -36 -0.7%
MPW
623
Monterey Private Wealth
California
$400K -$14.2K -166 -3%
VSQM
624
V-Square Quantitative Management
Illinois
$399K +$208K +2,430 +96%
TBA
625
Tower Bridge Advisors
Pennsylvania
$398K +$9.15K +107 +2%
23 24
25
26 27