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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
801
Atria Wealth Solutions
New York
$240K +$249K +3,114 New
PFGIA
802
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$18.5K -232 -7%
ST
803
Spinnaker Trust
Maine
$238K – – –
QI
804
Qtron Investments
Massachusetts
$237K -$237K -2,970 -49%
9WM
805
9258 Wealth Management
Ohio
$237K -$1.68K -21 -0.7%
LWANC
806
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K -$1.28K -16 -0.5%
OWP
807
Obermeyer Wealth Partners
Colorado
$237K – – –
LCM
808
LCM Capital Management
Illinois
$237K +$4K +50 +2%
KTC
809
Kistler-Tiffany Companies
Pennsylvania
$236K -$56.3K -704 -19%
RMCM
810
Reynders McVeigh Capital Management
Massachusetts
$236K -$12.8K -160 -5%
SIA
811
Soltis Investment Advisors
Utah
$235K -$8.63K -108 -3%
HW
812
Hancock Whitney
Mississippi
$235K -$5.28K -66 -2%
JLBC
813
J.L. Bainbridge & Co
Florida
$235K +$244K +3,054 New
SIM
814
Sentry Investment Management
Wisconsin
$234K -$40.8K -511 -14%
BCM
815
Breiter Capital Management
Florida
$234K – – –
ESB
816
Essex Savings Bank
Connecticut
$233K – – –
RCA
817
Resonant Capital Advisors
Wisconsin
$233K +$2.72K +34 +1%
CWM
818
Calamos Wealth Management
Illinois
$233K +$12.2K +153 +5%
LB
819
Legacy Bridge
Iowa
$232K -$5.2K -65 -2%
LI
820
LMCG Investments
Massachusetts
$232K +$241K +3,011 New
BL
821
Bleichroeder LP
New York
$231K – – –
SLT
822
St Louis Trust
Missouri
$231K – – –
SFM
823
Systematic Financial Management
New Jersey
$231K – – –
MPI
824
Mairs & Power Inc
Minnesota
$230K +$16K +200 +7%
CPA
825
Capital Planning Advisors
California
$228K -$5.99K -75 -2%
31 32
33
34 35