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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
601
Moneta Group Investment Advisors
Missouri
$645K -$72.9K -803 -10%
RBC
602
Romano Brothers & Co
Illinois
$643K -$3.45K -38 -0.5%
MHIC
603
Marble Harbor Investment Counsel
Massachusetts
$642K -$68.1K -750 -10%
KPWS
604
Kestra Private Wealth Services
Texas
$640K -$61.7K -680 -9%
GT
605
Glenview Trust
Kentucky
$638K -$4.63K -51 -0.7%
IIA
606
ICW Investment Advisors
Arizona
$634K +$8.26K +91 +1%
MWA
607
Medallion Wealth Advisors
Connecticut
$631K +$91 +1 +0%
PCA
608
Pallas Capital Advisors
Massachusetts
$631K +$626K +6,901 New
SOW
609
State of Wyoming
Wyoming
$626K +$40.8K +449 +7%
MA
610
Mutual Advisors
Nebraska
$625K +$25.6K +282 +4%
SFA
611
Sequoia Financial Advisors
Ohio
$624K -$71.4K -786 -10%
QCG
612
Quadrant Capital Group
Ohio
$622K -$336K -3,701 -35%
DWT
613
Dorsey & Whitney Trust
South Dakota
$615K +$3.63K +40 +0.6%
WA
614
Waterford Advisors
New York
$612K -$750K -8,257 -55%
RIL
615
Rothschild Investment LLC
Illinois
$607K +$262K +2,886 +77%
IGGA
616
Iron Gate Global Advisors
Utah
$607K +$602K +6,630 New
CPC
617
Cookson Peirce & Co
Pennsylvania
$605K +$10.4K +115 +2%
MOS
618
MGO One Seven
Ohio
$601K +$336K +3,698 +128%
ANBT
619
American National Bank & Trust
Texas
$600K -$105K -1,158 -15%
WJWM
620
Williams Jones Wealth Management
New York
$595K -$16.2K -179 -3%
PAS
621
Park Avenue Securities
New York
$594K -$670K -7,381 -53%
P
622
&Partners
Tennessee
$592K +$17.4K +192 +3%
EC
623
EntryPoint Capital
New York
$588K -$33K -363 -5%
AOI
624
Auto-Owners Insurance
Michigan
$585K – – –
CFMC
625
Curbstone Financial Management Corp
New Hampshire
$584K -$5.45K -60 -0.9%
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25
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