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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
801
Busey Bank
Illinois
$260K -$224 -3 -0.1%
SC
802
Syon Capital
California
$260K +$271K +3,628 New
CI
803
Cigna Investments
Connecticut
$259K – – –
LWCFA
804
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$259K +$56K +750 +26%
CCA
805
Checchi Capital Advisers
California
$259K -$65.5K -877 -20%
MNBTD
806
Moody National Bank Trust Division
Texas
$257K +$2.24K +30 +0.8%
TTWM
807
TCV Trust & Wealth Management
Virginia
$255K -$11.4K -153 -4%
EP
808
Evelyn Partners
$254K +$265K +3,544 New
AP
809
Arlington Partners
Alabama
$253K +$36.4K +487 +16%
SG
810
StoneX Group
New York
$253K +$256K +3,426 New
HCM
811
Howland Capital Management
Massachusetts
$252K +$14.9K +199 +6%
MMH
812
Menora Mivtachim Holdings
Israel
$251K – – –
RCA
813
Resonant Capital Advisors
Wisconsin
$250K +$16.8K +225 +7%
IAS
814
Insigneo Advisory Services
Florida
$248K +$259K +3,463 New
FCM
815
Fourpath Capital Management
Oklahoma
$247K +$42.7K +571 +20%
EI
816
Ellevest Inc
New York
$246K +$7.17K +96 +3%
HIC
817
Holderness Investments Company
North Carolina
$245K -$5.75K -77 -2%
GDP
818
Great Diamond Partners
Maine
$243K – – –
KA
819
Kintegral Advisory
New York
$243K – – –
FNB
820
Farmers National Bank
Kentucky
$242K – – –
OFA
821
Orographic Financial Advisors
Colorado
$241K – – –
TH
822
TCTC Holdings
Texas
$240K +$21.6K +289 +9%
PWMAG
823
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$40.9K +547 +20%
NB
824
Northwest Bancshares
Pennsylvania
$239K – – –
AIP
825
Ameritas Investment Partners
Nebraska
$239K -$10.8K -145 -4%
31 32
33
34 35