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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
526
IMA Advisory Services
Colorado
$898K -$71.9K -736 -8%
DWP
527
Daymark Wealth Partners
Ohio
$895K +$77K +788 +10%
PAM
528
Panagora Asset Management
Massachusetts
$893K +$42.7K +437 +5%
PA
529
Procyon Advisors
Connecticut
$880K +$621K +6,360 +293%
SC
530
SummitTX Capital
Texas
$879K +$832K +8,519 New
SIA
531
Sit Investment Associates
Minnesota
$868K – – –
OC
532
Oppenheimer & Co
New York
$857K -$136K -1,396 -14%
TC
533
TownSquare Capital
Utah
$856K +$124K +1,272 +18%
AAM
534
Advisors Asset Management
Colorado
$852K -$47.7K -488 -6%
DBIA
535
Dumont & Blake Investment Advisors
New Jersey
$838K +$3.91K +40 +0.5%
LDB
536
Lee, Danner & Bass
Tennessee
$824K – – –
GI
537
GAMMA Investing
California
$821K +$123K +1,260 +19%
TWC
538
TD Waterhouse Canada
Ontario, Canada
$819K +$321K +3,284 +72%
AWM
539
Apollon Wealth Management
South Carolina
$817K -$35.4K -362 -4%
KPWS
540
Kestra Private Wealth Services
Texas
$814K -$123K -1,257 -14%
VI
541
Vestcor Inc
New Brunswick, Canada
$814K +$1.66K +17 +0.2%
MHIC
542
Marble Harbor Investment Counsel
Massachusetts
$802K -$34.2K -350 -4%
BCV
543
Banque Cantonale Vaudoise
Switzerland
$790K +$748K +7,657 New
SIC
544
Salem Investment Counselors
North Carolina
$789K -$125K -1,277 -14%
TPCW
545
TD Private Client Wealth
New York
$786K +$21.5K +220 +3%
PTCG
546
Pring Turner Capital Group
California
$782K – – –
CWP
547
Curated Wealth Partners
California
$775K +$6.16K +63 +0.8%
EB
548
Eastern Bank
Massachusetts
$774K – – –
HI
549
Horizon Investments
North Carolina
$773K +$22K +225 +3%
EWA
550
EP Wealth Advisors
California
$766K +$77.6K +794 +12%
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