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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
851
Systematic Financial Management
New Jersey
$215K – – –
BCM
852
Becker Capital Management
Oregon
$214K +$75 +1 +0%
HBW
853
Hazlett, Burt & Watson
West Virginia
$214K – – –
BFO
854
Boston Family Office
Massachusetts
$212K – – –
SWMP
855
Signature Wealth Management Partners
New Jersey
$208K – – –
NW
856
NewEdge Wealth
Pennsylvania
$208K +$217K +2,903 New
AIP
857
Arrowpoint Investment Partners
Singapore
$208K +$217K +2,903 New
IC
858
Inscription Capital
Texas
$207K +$216K +2,896 New
BFIM
859
Beese Fulmer Investment Management
Ohio
$206K -$88.9K -1,190 -29%
CCM
860
Copeland Capital Management
Pennsylvania
$206K -$43.9K -588 -17%
HI
861
Harbour Investments
Wisconsin
$205K +$7.47K +100 +4%
RYIA
862
Roehl & Yi Investment Advisors
Oregon
$205K +$299 +4 +0.1%
TIA
863
Tiemann Investment Advisors
California
$205K -$10.6K -142 -5%
KAM
864
Knightsbridge Asset Management
California
$204K +$212K +2,843 New
LGF
865
LGT Group Foundation
Liechtenstein
$201K -$59.2K -792 -22%
JMFC
866
J.M. Forbes & Co
Massachusetts
$201K – – –
CWP
867
Cyndeo Wealth Partners
Florida
$201K +$8.44K +113 +4%
FNBOO
868
First National Bank of Omaha
Nebraska
$201K -$26.3K -352 -11%
FWCM
869
Ferguson Wellman Capital Management
Oregon
$200K -$27.4K -367 -12%
CT
870
Colonial Trust
South Carolina
$196K +$3.36K +45 +2%
PPF
871
PFA Pension Forsikringsaktieselskab
$195K -$41.5M -555,077 -100%
DJSG
872
D.J. St. Germain
Massachusetts
$194K -$15.8K -212 -7%
SAM
873
S.A. Mason
Michigan
$191K -$11.1K -148 -5%
CI
874
Corient IA
Florida
$190K – – –
BF
875
BOK Financial
Oklahoma
$184K -$24.1K -323 -11%
33 34
35
36 37