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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
651
Financial Advisory Group
Texas
$350K – – –
EHC
652
Everett Harris & Co
California
$349K – – –
KIA
653
KCM Investment Advisors
California
$347K -$4.5K -61 -1%
DCM
654
Donaldson Capital Management
Indiana
$347K -$9.6K -130 -3%
VFA
655
Valeo Financial Advisors
Indiana
$346K +$67.3K +911 +26%
MYIA
656
Mount Yale Investment Advisors
Colorado
$346K -$62.2K -842 -16%
FB
657
Fulton Bank
Pennsylvania
$342K -$85.5K -1,158 -21%
NEGWA
658
New England Guild Wealth Advisors
Connecticut
$340K – – –
AAM
659
Advisors Asset Management
Colorado
$339K +$16.1K +218 +5%
FG
660
Fiduciary Group
Georgia
$339K – – –
SACTSONJ
661
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$337K – – –
DMC
662
Drexel Morgan & Co
Pennsylvania
$336K – – –
FWTB
663
First Western Trust Bank
Colorado
$333K +$960 +13 +0.3%
BTW
664
Boston Trust Walden
Massachusetts
$333K -$24.4K -331 -7%
SS
665
Simplicity Solutions
Minnesota
$332K +$313K +4,236 New
TAM
666
Tucker Asset Management
Colorado
$331K -$23.5K -318 -7%
SIG
667
Sky Investment Group
Connecticut
$328K -$7.9K -107 -2%
CHC
668
City Holding Co
West Virginia
$327K -$47.3K -640 -13%
S
669
SignatureFD
Georgia
$327K -$48.3K -654 -14%
CGL
670
Clarius Group LLC
Washington
$326K -$15.9K -216 -5%
PI
671
PEAK6 Investments
Illinois
$326K -$1.03M -13,945 -77%
SWM
672
Shakespeare Wealth Management
Wisconsin
$325K – – –
PP
673
Patten & Patten
Tennessee
$325K -$164K -2,220 -35%
CWM
674
Concentric Wealth Management
California
$323K -$7.24K -98 -2%
TC
675
TownSquare Capital
Utah
$323K +$304K +4,123 New
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