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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
626
Forte Capital
New York
$425K – – –
OAM
627
Oppenheimer Asset Management
New York
$424K +$51.8K +793 +15%
GC
628
Grimes & Company
Massachusetts
$423K +$1.57K +24 +0.4%
ACM
629
Ativo Capital Management
Illinois
$421K -$202K -3,084 -33%
LS
630
Livforsakringsbolaget Skandia
Sweden
$421K – – –
FG
631
Fiduciary Group
Georgia
$420K -$65.2K -998 -16%
SPC
632
Sigma Planning Corp
Michigan
$420K -$45.8K -701 -10%
S
633
Surevest
California
$419K -$196K -3,001 -33%
SJL
634
Shayne & Jacobs LLC
Tennessee
$416K – – –
MM
635
Meridian Management
Arkansas
$415K -$458 -7 -0.1%
FNT
636
First National Trust
Pennsylvania
$413K -$140K -2,149 -26%
CT
637
Coastline Trust
Rhode Island
$411K -$38.6K -590 -9%
KIA
638
KCM Investment Advisors
California
$402K -$8.69K -133 -2%
BHWM
639
Bar Harbor Wealth Management
New Hampshire
$401K -$80.9K -1,238 -17%
EM
640
Excalibur Management
Massachusetts
$400K -$9.68K -148 -2%
CCP
641
Corient Capital Partners
California
$399K +$28K +428 +8%
FCCM
642
First City Capital Management
Georgia
$398K -$11.4K -175 -3%
KPWS
643
Kestra Private Wealth Services
Texas
$398K +$10.6K +162 +3%
APA
644
American Portfolios Advisors
New York
$389K +$271K +4,149 +270%
GPA
645
Garrison Point Advisors
California
$388K -$62.7K -959 -14%
CTA
646
Colonial Trust Advisors
South Carolina
$388K -$32.4K -495 -8%
P
647
Pitcairn
Pennsylvania
$388K +$8.82K +135 +2%
YWP
648
YorkBridge Wealth Partners
New York
$388K +$28K +429 +8%
FLPIM
649
F.L. Putnam Investment Management
Massachusetts
$388K +$60.5K +925 +19%
S
650
swisspartners
Liechtenstein
$387K +$369K +5,639 New
24 25
26
27 28