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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
801
Baker Ellis Asset Management
Washington
$211K +$199K +2,696 New
PGCM
802
Prescott Group Capital Management
Oklahoma
$211K +$199K +2,700 New
CWP
803
Cyndeo Wealth Partners
Florida
$211K +$199K +2,690 New
IFWM
804
Institute for Wealth Management
Colorado
$208K +$196K +2,660 New
SCM
805
Shelton Capital Management
Colorado
$208K +$196K +2,659 New
AA
806
Addison Advisors
Vermont
$208K +$23.4K +317 +14%
ACP
807
Aveo Capital Partners
Colorado
$208K +$196K +2,655 New
BJL
808
Brighton Jones LLC
Washington
$208K -$73.3K -993 -27%
CCM
809
Cullen Capital Management
New York
$207K +$195K +2,646 New
AWM
810
Aevitas Wealth Management
Massachusetts
$206K +$195K +2,637 New
ATC
811
Adirondack Trust Company
New York
$206K -$3.32K -45 -2%
B
812
Bellecapital
Switzerland
$205K +$194K +2,624 New
PSP
813
Principal Street Partners
Tennessee
$205K +$193K +2,617 New
AIM
814
Anchor Investment Management
South Carolina
$205K – – –
BP
815
Ballentine Partners
Massachusetts
$204K +$192K +2,604 New
LIM
816
Leavell Investment Management
Alabama
$203K +$191K +2,589 New
MPI
817
Mairs & Power Inc
Minnesota
$202K +$190K +2,576 New
PFM
818
Patton Fund Management
Texas
$200K +$189K +2,556 New
ADL
819
Asset Dedication LLC
California
$193K -$1.25K -17 -0.7%
AF
820
Arrow Financial
New York
$186K -$2.36K -32 -1%
SOW
821
State of Wyoming
Wyoming
$184K +$78K +1,057 +81%
OIA
822
Optimum Investment Advisors
Illinois
$182K – – –
SVCP
823
Silicon Valley Capital Partners
California
$178K +$168K +2,272 New
LCM
824
Logan Capital Management
Pennsylvania
$177K – – –
FFC
825
First Financial Corp
Indiana
$167K – – –
31 32
33
34 35