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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
701
Sentry Investment Management
Wisconsin
$416K – – –
UAG
702
United Advisor Group
Ohio
$415K +$405K +4,191 New
FRA
703
Frank Rimerman Advisors
California
$414K +$164K +1,699 +68%
FWCM
704
Ferguson Wellman Capital Management
Oregon
$413K -$71.6K -742 -15%
SWM
705
Shakespeare Wealth Management
Wisconsin
$412K – – –
CIA
706
Choate Investment Advisors
Massachusetts
$407K -$19.9K -206 -5%
DDC
707
DF Dent & Co
Maryland
$405K -$637K -6,597 -62%
SC
708
Syon Capital
California
$401K +$55K +570 +16%
KIA
709
Kraematon Investment Advisors
Massachusetts
$399K +$965 +10 +0.2%
VCM
710
Versant Capital Management
Arizona
$399K -$1.25K -13 -0.3%
RCA
711
Resonant Capital Advisors
Wisconsin
$398K +$30.7K +318 +9%
BHWM
712
Bar Harbor Wealth Management
New Hampshire
$397K -$2.41K -25 -0.6%
MAM
713
Mystic Asset Management
Rhode Island
$397K -$14.5K -150 -4%
KIA
714
Knollwood Investment Advisory
Maryland
$397K – – –
CI
715
Corient IA
Florida
$396K – – –
TTWM
716
TCV Trust & Wealth Management
Virginia
$395K -$53.3K -552 -12%
CP
717
CenterBook Partners
Connecticut
$394K +$384K +3,975 New
UB
718
UMB Bank
Missouri
$393K -$77.8K -806 -17%
CT
719
Caldwell Trust
Florida
$389K +$95.5K +989 +34%
PTC
720
Philadelphia Trust Company
Pennsylvania
$389K -$3.38K -35 -0.9%
AP
721
Atwood & Palmer
Missouri
$389K – – –
AG
722
Algert Global
California
$388K +$378K +3,920 New
RWM
723
Rialto Wealth Management
New York
$388K +$1.35K +14 +0.4%
CI
724
Cigna Investments
Connecticut
$387K -$10K -104 -3%
FG
725
Fiduciary Group
Georgia
$385K -$19.3K -200 -5%
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