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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
626
Checchi Capital Advisers
California
$476K -$92 -1 -0%
WS
627
Wedbush Securities
California
$475K +$19.9K +215 +5%
EM
628
Excalibur Management
Massachusetts
$472K +$2.22K +24 +0.5%
MNBTD
629
Moody National Bank Trust Division
Texas
$472K +$1.85K +20 +0.4%
CIA
630
Choate Investment Advisors
Massachusetts
$471K -$86.3K -934 -16%
PCIA
631
Prime Capital Investment Advisors
Kansas
$471K +$21K +227 +5%
S
632
SignatureFD
Georgia
$469K +$1.02K +11 +0.2%
CT
633
Caldwell Trust
Florida
$469K -$14.1K -153 -3%
IFU
634
iSAM Funds (UK)
United Kingdom
$468K -$872K -9,433 -67%
BHWM
635
Bar Harbor Wealth Management
New Hampshire
$465K -$27.7K -300 -6%
SFG
636
Sovereign Financial Group
Connecticut
$464K +$1.11K +12 +0.3%
MC
637
Moors & Cabot
Massachusetts
$458K -$98.9K -1,070 -19%
SJL
638
Shayne & Jacobs LLC
Tennessee
$457K – – –
TC
639
TownSquare Capital
Utah
$455K +$27.9K +302 +7%
CWP
640
Core Wealth Partners
California
$454K – – –
GA
641
Geller Advisors
New York
$453K +$15.1K +163 +4%
PFPT
642
Pinnacle Financial Partners (Tennessee)
Tennessee
$452K +$180K +1,943 +74%
HSA
643
HBK Sorce Advisory
Pennsylvania
$452K +$73.6K +796 +21%
BMO
644
Beck Mack & Oliver
New York
$451K – – –
VFA
645
Valeo Financial Advisors
Indiana
$451K -$4.9K -53 -1%
1SB
646
1ST Source Bank
Indiana
$450K – – –
BB
647
Busey Bank
Illinois
$449K -$30.9K -334 -7%
A
648
AustralianSuper
Australia
$449K – – –
AIP
649
Ameritas Investment Partners
Nebraska
$445K -$15K -162 -3%
EWA
650
EP Wealth Advisors
California
$444K +$4.62K +50 +1%
24 25
26
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