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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
551
Banque Cantonale Vaudoise
Switzerland
$600K -$193K -3,162 -25%
SFA
552
Sequoia Financial Advisors
Ohio
$598K -$17.2K -282 -3%
TPWA
553
TRUE Private Wealth Advisors
Oregon
$590K -$17.4K -285 -3%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K -$2.9M -47,480 -84%
GIM
555
Goelzer Investment Management
Indiana
$579K – – –
MA
556
Montag & Associates
Georgia
$578K -$30.6K -500 -5%
SCM
557
Shelton Capital Management
Colorado
$575K -$9.18K -150 -2%
MF
558
Magnetar Financial
Illinois
$564K +$553K +9,034 New
IG
559
ING Group
Netherlands
$562K +$551K +9,010 New
CNAM
560
Campbell Newman Asset Management
Wisconsin
$559K – – –
HCA
561
Harbour Capital Advisors
Virginia
$557K -$550 -9 -0.1%
OL
562
Optas LLC
Texas
$555K +$302K +4,932 +124%
ONB
563
Old National Bancorp
Indiana
$553K -$125K -2,037 -19%
AC
564
Allstate Corporation
Illinois
$553K +$290K +4,736 +115%
IC
565
IEQ Capital
California
$550K -$15K -246 -3%
MCM
566
McMillion Capital Management
North Carolina
$547K -$57.8K -945 -10%
WJWM
567
Williams Jones Wealth Management
New York
$546K +$1.28K +21 +0.2%
WC
568
Westhampton Capital
North Carolina
$543K -$57.3K -937 -10%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$539K +$49.5K +809 +10%
ASN
570
Advisory Services Network
Georgia
$538K +$218K +3,565 +71%
FMB
571
Field & Main Bank
Kentucky
$535K -$68.4K -1,119 -12%
CT
572
Caldwell Trust
Florida
$532K -$274K -4,472 -34%
UR
573
USCA RIA
Texas
$531K +$54.5K +891 +12%
PFM
574
Parsec Financial Management
North Carolina
$530K -$2.95M -48,303 -85%
WT
575
Washington Trust
Rhode Island
$530K +$148K +2,416 +40%
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