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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
626
CreativeOne Wealth
Kansas
$387K +$365K +4,938 New
IIA
627
ICW Investment Advisors
Arizona
$386K +$14.2K +192 +4%
TWC
628
TD Waterhouse Canada
Ontario, Canada
$385K +$17.9K +243 +5%
SP
629
Symmetry Partners
Connecticut
$383K – – –
LOAMS
630
Lombard Odier Asset Management (Switzerland)
Switzerland
$381K +$359K +4,859 New
CCT
631
Chemung Canal Trust
New York
$379K – – –
CCB
632
Country Club Bank
Missouri
$377K -$19.9K -269 -5%
JWCA
633
J.W. Cole Advisors
Florida
$377K -$30.2K -409 -8%
SPC
634
Sigma Planning Corp
Michigan
$375K +$9.45K +128 +3%
SBH
635
Segall Bryant & Hamill
Illinois
$373K -$64.1K -868 -15%
SWM
636
SeaCrest Wealth Management
New York
$369K -$7.16K -97 -2%
SWM
637
Scissortail Wealth Management
Oklahoma
$369K +$327K +4,429 New
CCA
638
Checchi Capital Advisers
California
$367K -$3.4K -46 -1%
LNC
639
Lincoln National Corp
Pennsylvania
$367K -$45.4K -615 -12%
FM
640
Foster & Motley
Ohio
$366K -$369 -5 -0.1%
WPC
641
Waters Parkerson & Co
Louisiana
$363K -$269K -3,646 -44%
PA
642
Profund Advisors
Maryland
$363K +$61.6K +834 +22%
WT
643
Washington Trust
Rhode Island
$360K – – –
BFA
644
Bragg Financial Advisors
North Carolina
$360K +$7.24K +98 +2%
FMAEN1
645
Fund Management at Engine No 1
California
$359K +$40.3K +546 +14%
LRPA
646
L. Roy Papp & Associates
Arizona
$358K – – –
PCM
647
Pointe Capital Management
Michigan
$358K – – –
SVWAG
648
Sound View Wealth Advisors Group
Georgia
$357K +$4.8K +65 +2%
BMO
649
Beck Mack & Oliver
New York
$356K – – –
MAS
650
Meeder Advisory Services
Ohio
$352K +$332K +4,496 New
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26
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