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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
626
Bath Savings Trust
Maine
$463K +$29.6K +337 +6%
FLPIM
627
F.L. Putnam Investment Management
Massachusetts
$461K -$2.2K -25 -0.4%
CCT
628
Capital City Trust
Florida
$459K -$10.1K -115 -2%
FB
629
Fulton Bank
Pennsylvania
$459K +$7.12K +81 +1%
P
630
Pitcairn
Pennsylvania
$454K -$3.96K -45 -0.8%
KPWS
631
Kestra Private Wealth Services
Texas
$451K -$56.7K -645 -11%
KIA
632
KCM Investment Advisors
California
$451K -$5.63K -64 -1%
IWC
633
Integrated Wealth Concepts
Massachusetts
$451K +$227K +2,587 +89%
JSC
634
Jackson Square Capital
California
$449K -$12.8K -145 -3%
DCM
635
Donaldson Capital Management
Indiana
$448K -$59.5K -677 -11%
BTW
636
Boston Trust Walden
Massachusetts
$447K – – –
EWM
637
Empirical Wealth Management
Washington
$436K +$466K +5,296 New
FG
638
Fiduciary Group
Georgia
$430K -$3.34K -38 -0.7%
BSA
639
Bull Street Advisors
Georgia
$428K – – –
GFS
640
GYL Financial Synergies
Connecticut
$427K +$27.3K +310 +6%
FMWA
641
Forvis Mazars Wealth Advisors
Missouri
$427K +$456K +5,187 New
FCCM
642
First City Capital Management
Georgia
$426K – – –
FM
643
Foster & Motley
Ohio
$426K – – –
WS
644
Wedbush Securities
California
$426K +$18.4K +209 +4%
WSTAM
645
Wilbanks Smith & Thomas Asset Management
Virginia
$425K – – –
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$425K +$47.8K +544 +12%
BHIC
647
Bassett Hargrove Investment Counsel
Delaware
$417K – – –
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$415K -$791 -9 -0.2%
BFM
649
Boston Financial Management
Massachusetts
$414K -$8.79K -100 -2%
MP
650
McDonald Partners
Ohio
$414K +$17.1K +194 +4%
24 25
26
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