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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
826
Bleichroeder LP
New York
$231K – – –
SLT
827
St Louis Trust
Missouri
$231K – – –
SFM
828
Systematic Financial Management
New Jersey
$231K – – –
MPI
829
Mairs & Power Inc
Minnesota
$230K +$16K +200 +7%
CPA
830
Capital Planning Advisors
California
$228K -$5.99K -75 -2%
HTC
831
Haverford Trust Company
Pennsylvania
$228K +$237K +2,963 New
RSVP
832
Ramsay Stattman Vela & Price
Colorado
$225K – – –
AA
833
Ancora Advisors
Ohio
$223K -$17.4K -218 -7%
DJSG
834
D.J. St. Germain
Massachusetts
$223K -$7.75K -97 -3%
MWM
835
Meridian Wealth Management
Kentucky
$223K -$6.79K -85 -3%
APP
836
Avantax Planning Partners
Iowa
$223K -$5.83K -73 -2%
HCM
837
Howland Capital Management
Massachusetts
$223K +$1.04K +13 +0.5%
EAM
838
Empirical Asset Management
Massachusetts
$223K +$231K +2,896 New
CI
839
Conning Inc
Connecticut
$222K -$55.1K -690 -19%
CT
840
Chicago Trust
Illinois
$222K -$2.64K -33 -1%
FFM
841
Forum Financial Management
Illinois
$222K +$36.4K +455 +19%
DTC
842
Davidson Trust Company
Washington
$219K -$28.8K -360 -11%
IFWM
843
Institute for Wealth Management
Colorado
$219K -$959 -12 -0.4%
TA
844
Tiedemann Advisors
New York
$219K – – –
FTC
845
Farmers Trust Company
Ohio
$218K -$9.59K -120 -4%
GWM
846
Geneos Wealth Management
Colorado
$217K -$10.5K -131 -4%
QCG
847
Quadrant Capital Group
Ohio
$217K +$3.76K +47 +2%
RIA
848
Richwood Investment Advisors
Ohio
$217K +$212K +2,650 +1,616%
NIM
849
Northeast Investment Management
Massachusetts
$216K -$55.9K -700 -20%
BCM
850
Brookstone Capital Management
Illinois
$213K -$6.39K -80 -3%
32 33
34
35 36