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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
601
Meeder Advisory Services
Ohio
$542K +$38.5K +417 +8%
HL
602
HeadInvest LLC
Maine
$532K -$12.9K -140 -3%
PIM
603
Penobscot Investment Management
Massachusetts
$531K +$16.2K +175 +3%
GC
604
Grimes & Company
Massachusetts
$529K +$16.9K +183 +4%
MA
605
Mutual Advisors
Nebraska
$527K -$5.73K -62 -1%
WSTAM
606
Wilbanks Smith & Thomas Asset Management
Virginia
$527K -$5.54K -60 -1%
FCH
607
Freestone Capital Holdings
Washington
$525K -$2.77K -30 -0.6%
VBCG
608
Valley Brook Capital Group
Pennsylvania
$518K -$9.24K -100 -2%
GEM
609
Global Endowment Management
North Carolina
$517K -$24.5K -265 -5%
GF
610
Gabelli Funds
New York
$516K -$73.9K -800 -13%
SOS
611
Silver Oak Securities
Tennessee
$513K +$14.5K +157 +3%
OL
612
Optas LLC
Texas
$513K +$9.24K +100 +2%
SFFS
613
Stonehage Fleming Financial Services
Jersey
$513K +$570K +6,170 New
SI
614
Stephens Inc
Arkansas
$508K -$44.5K -482 -9%
NAM
615
NorthCrest Asset Manangement
Minnesota
$504K -$23K -249 -5%
DT
616
Diversified Trust
Tennessee
$495K -$462 -5 -0.1%
VCA
617
Verdence Capital Advisors
Maryland
$492K +$3.7K +40 +0.8%
MPW
618
Monterey Private Wealth
California
$491K +$739 +8 +0.2%
AMIM
619
Aull & Monroe Investment Management
Alabama
$490K – – –
TWC
620
TD Waterhouse Canada
Ontario, Canada
$489K +$10.4K +112 +2%
NIMI
621
Natixis Investment Managers International
France
$488K -$272K -2,945 -37%
CT
622
Cambridge Trust
Massachusetts
$488K -$43.9K -475 -9%
UB
623
UMB Bank
Missouri
$486K -$22.3K -241 -5%
P
624
Pitcairn
Pennsylvania
$486K -$7.3K -79 -2%
TTWM
625
TCV Trust & Wealth Management
Virginia
$482K -$12K -130 -3%
23 24
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