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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$415K -$791 -9 -0.2%
BFM
652
Boston Financial Management
Massachusetts
$414K -$8.79K -100 -2%
MP
653
McDonald Partners
Ohio
$414K +$17.1K +194 +4%
EF
654
Empirical Finance
Pennsylvania
$414K +$26.6K +303 +6%
CW
655
CreativeOne Wealth
Kansas
$412K +$32.6K +371 +8%
CCFCSB
656
Cape Cod Five Cents Savings Bank
Massachusetts
$412K +$135K +1,536 +44%
GFA
657
Gifford Fong Associates
California
$411K – – –
MPPW
658
Mitchell & Pahl Private Wealth
Oklahoma
$410K -$2.02K -23 -0.5%
CTA
659
Colonial Trust Advisors
South Carolina
$409K -$61.6K -700 -12%
SP
660
Symmetry Partners
Connecticut
$408K -$48.7K -554 -10%
PAS
661
Park Avenue Securities
New York
$408K +$31.4K +357 +8%
KPW
662
Kore Private Wealth
New York
$408K +$64.3K +731 +17%
PFO
663
Pathstone Family Office
New Jersey
$406K +$434K +4,936 New
BOTW
664
Bank of the West
California
$405K -$33.5K -381 -7%
NAM
665
NorthCoast Asset Management
Connecticut
$405K -$2.29K -26 -0.5%
TC
666
Toews Corporation
New Jersey
$403K +$431K +4,900 New
LS
667
Livforsakringsbolaget Skandia
Sweden
$400K -$114K -1,300 -21%
SWM
668
SeaCrest Wealth Management
New York
$399K -$7.74K -88 -2%
PFSC
669
Peoples Financial Services Corp
Pennsylvania
$399K – – –
GT
670
Greenleaf Trust
Michigan
$398K +$23.4K +266 +6%
PCG
671
Private Capital Group
Connecticut
$396K +$7.91K +90 +2%
CG
672
Colony Group
Massachusetts
$395K -$355K -4,038 -46%
OTPPB
673
Ontario Teachers' Pension Plan Board
Ontario, Canada
$395K +$422K +4,801 New
PIM
674
Penobscot Investment Management
Massachusetts
$393K -$9.5K -108 -2%
LNC
675
Lincoln National Corp
Pennsylvania
$393K – – –
25 26
27
28 29