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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
751
Lombard Odier Asset Management (Switzerland)
Switzerland
$232K +$242K +3,282 New
HCM
752
Howland Capital Management
Massachusetts
$231K +$27.6K +375 +13%
LA
753
Lifeworks Advisors
Michigan
$230K +$240K +3,257 New
BWAM
754
Boyd Watterson Asset Management
Ohio
$229K -$66.8K -907 -22%
OAM
755
Oppenheimer Asset Management
New York
$229K +$4.57K +62 +2%
JMFC
756
J.M. Forbes & Co
Massachusetts
$228K -$1.25K -17 -0.5%
SNB
757
Security National Bank
Nebraska
$228K – – –
LWCFA
758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$6.7K -91 -3%
IFAM
759
Institutional & Family Asset Management
Colorado
$226K -$589 -8 -0.2%
JAFL
760
Jay A. Fishman Ltd
Michigan
$226K -$3.68K -50 -2%
RCA
761
Resonant Capital Advisors
Wisconsin
$224K +$8.98K +122 +4%
NF
762
NTB Financial
Colorado
$223K -$4.05K -55 -2%
MMPW
763
Mitchell McLeod Pugh & Williams
Alabama
$223K – – –
SWMP
764
Signature Wealth Management Partners
New Jersey
$223K – – –
SG
765
StoneX Group
New York
$221K +$230K +3,121 New
MC
766
Machina Capital
France
$220K -$103K -1,404 -31%
LWAC
767
Laurel Wealth Advisors (California)
California
$220K +$34.7K +471 +18%
ZCM
768
Ziegler Capital Management
Illinois
$220K +$229K +3,108 New
BEAM
769
Baker Ellis Asset Management
Washington
$218K -$3.68K -50 -2%
OWP
770
Obermeyer Wealth Partners
Colorado
$218K – – –
PTCG
771
Pring Turner Capital Group
California
$217K -$331K -4,500 -59%
DWA
772
Douglass Winthrop Advisors
New York
$217K -$50.4K -684 -18%
LCM
773
LCM Capital Management
Illinois
$217K -$884 -12 -0.4%
KTC
774
Kistler-Tiffany Companies
Pennsylvania
$217K +$74 +1 +0%
JLBC
775
J.L. Bainbridge & Co
Florida
$217K +$884 +12 +0.4%
29 30
31
32 33