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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$395K +$20.7K +242 +5%
SP
627
Symmetry Partners
Connecticut
$393K – – –
CT
628
Caldwell Trust
Florida
$392K -$13.9K -162 -3%
PIM
629
Penobscot Investment Management
Massachusetts
$389K +$101K +1,176 +32%
EM
630
Excalibur Management
Massachusetts
$387K – – –
SWM
631
SeaCrest Wealth Management
New York
$385K +$4.28K +50 +1%
CCA
632
Checchi Capital Advisers
California
$385K -$12.2K -143 -3%
BHWM
633
Bar Harbor Wealth Management
New Hampshire
$384K – – –
SW
634
SVB Wealth
Massachusetts
$380K -$73.8K -863 -15%
SFG
635
Sovereign Financial Group
Connecticut
$379K -$146K -1,703 -27%
PA
636
Profund Advisors
Maryland
$378K -$8.55K -100 -2%
S
637
SignatureFD
Georgia
$378K +$22.8K +267 +6%
GA
638
Geller Advisors
New York
$375K +$399K +4,666 New
VA
639
Vident Advisory
Georgia
$374K +$398K +4,651 New
1SB
640
1ST Source Bank
Indiana
$370K -$33.1K -387 -8%
DA
641
Dover Advisors
Virginia
$370K -$42.8K -500 -10%
SIA
642
Schechter Investment Advisors
Michigan
$369K -$6.76K -79 -2%
WANY
643
Wealthspire Advisors (New York)
New York
$368K +$3.93K +46 +1%
PCM
644
Pointe Capital Management
Michigan
$367K – – –
CWP
645
Core Wealth Partners
California
$367K +$391K +4,570 New
TCM
646
Telos Capital Management
California
$367K -$30.8K -360 -7%
A
647
AustralianSuper
Australia
$366K – – –
MAS
648
Meeder Advisory Services
Ohio
$365K -$88.5K -1,035 -19%
BMO
649
Beck Mack & Oliver
New York
$365K – – –
KIA
650
Kraematon Investment Advisors
Massachusetts
$364K +$941 +11 +0.2%
24 25
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