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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
801
Goelzer Investment Management
Indiana
$242K -$4.63K -58 -2%
FHA
802
First Horizon Advisors
Tennessee
$241K -$15.8K -198 -6%
BEAM
803
Baker Ellis Asset Management
Washington
$241K -$7.99K -100 -3%
WPW
804
Waldron Private Wealth
Pennsylvania
$241K +$10.3K +129 +4%
KPW
805
Kore Private Wealth
New York
$240K +$14.1K +176 +6%
AWS
806
Atria Wealth Solutions
New York
$240K +$249K +3,114 New
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$18.5K -232 -7%
ST
808
Spinnaker Trust
Maine
$238K – – –
QI
809
Qtron Investments
Massachusetts
$237K -$237K -2,970 -49%
9WM
810
9258 Wealth Management
Ohio
$237K -$1.68K -21 -0.7%
LWANC
811
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K -$1.28K -16 -0.5%
OWP
812
Obermeyer Wealth Partners
Colorado
$237K – – –
LCM
813
LCM Capital Management
Illinois
$237K +$4K +50 +2%
KTC
814
Kistler-Tiffany Companies
Pennsylvania
$236K -$56.3K -704 -19%
RMCM
815
Reynders McVeigh Capital Management
Massachusetts
$236K -$12.8K -160 -5%
SIA
816
Soltis Investment Advisors
Utah
$235K -$8.63K -108 -3%
HW
817
Hancock Whitney
Mississippi
$235K -$5.28K -66 -2%
JLBC
818
J.L. Bainbridge & Co
Florida
$235K +$244K +3,054 New
SIM
819
Sentry Investment Management
Wisconsin
$234K -$40.8K -511 -14%
BCM
820
Breiter Capital Management
Florida
$234K – – –
ESB
821
Essex Savings Bank
Connecticut
$233K – – –
RCA
822
Resonant Capital Advisors
Wisconsin
$233K +$2.72K +34 +1%
CWM
823
Calamos Wealth Management
Illinois
$233K +$12.2K +153 +5%
LB
824
Legacy Bridge
Iowa
$232K -$5.2K -65 -2%
LI
825
LMCG Investments
Massachusetts
$232K +$241K +3,011 New
31 32
33
34 35