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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
676
Wilbanks Smith & Thomas Asset Management
Virginia
$352K +$45.2K +691 +16%
PIM
677
Penobscot Investment Management
Massachusetts
$351K -$366K -5,604 -52%
HAG
678
HighPoint Advisor Group
Illinois
$350K -$2.75K -42 -0.8%
KTC
679
Kistler-Tiffany Companies
Pennsylvania
$350K +$55.6K +850 +20%
KWM
680
Kingsview Wealth Management
Oregon
$347K -$12.2K -187 -4%
CCT
681
Chemung Canal Trust
New York
$346K -$179K -2,737 -35%
JWCA
682
J.W. Cole Advisors
Florida
$346K -$5.49K -84 -2%
MPPW
683
Mitchell & Pahl Private Wealth
Oklahoma
$344K -$21.1K -323 -6%
GFA
684
Gifford Fong Associates
California
$342K – – –
CI
685
Conning Inc
Connecticut
$341K -$27.5K -420 -8%
GFS
686
GYL Financial Synergies
Connecticut
$339K -$5.16K -79 -2%
LNWWM
687
Laird Norton Wetherby Wealth Management
California
$338K -$40.3K -616 -11%
CCM
688
Covington Capital Management
California
$338K -$1.57K -24 -0.5%
MP
689
McDonald Partners
Ohio
$337K -$3.46K -53 -1%
NAM
690
NorthCoast Asset Management
Connecticut
$335K – – –
CFA
691
Carroll Financial Associates
North Carolina
$333K -$23.3K -356 -7%
CCM
692
Compton Capital Management
Rhode Island
$332K -$21.2K -325 -6%
PFSC
693
Peoples Financial Services Corp
Pennsylvania
$332K -$7.06K -108 -2%
ACM
694
Azimuth Capital Management
Michigan
$330K -$3.01K -46 -0.9%
MPW
695
Monterey Private Wealth
California
$329K -$12.2K -186 -4%
TIA
696
Tiemann Investment Advisors
California
$329K – – –
PCG
697
Private Capital Group
Connecticut
$329K +$3.4K +52 +1%
1SB
698
1ST Source Bank
Indiana
$328K -$9.22K -141 -3%
PCM
699
Pointe Capital Management
Michigan
$327K -$4.58K -70 -1%
SFG
700
Sovereign Financial Group
Connecticut
$324K +$31.2K +478 +11%
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