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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
676
Patten & Patten
Tennessee
$325K -$164K -2,220 -35%
CWM
677
Concentric Wealth Management
California
$323K -$7.24K -98 -2%
TC
678
TownSquare Capital
Utah
$323K +$304K +4,123 New
TCPWM
679
Traverso Chambers Private Wealth Management
California
$320K – – –
CI
680
CX Institutional
Indiana
$319K +$300K +4,069 New
WB
681
Webster Bank
Connecticut
$317K -$6.35K -86 -2%
MP
682
McDonald Partners
Ohio
$316K -$21.5K -291 -7%
SYBT
683
Stock Yards Bank & Trust
Kentucky
$313K -$52.9K -717 -15%
CA
684
Cullinan Associates
Kentucky
$313K +$296K +4,003 New
FMLI
685
Fukoku Mutual Life Insurance
Japan
$312K – – –
AWM
686
Aberdeen Wealth Management
Illinois
$311K – – –
MCC
687
Money Concepts Capital
Florida
$311K +$213K +2,889 +268%
ACIM
688
Azimuth Capital Investment Management
Michigan
$310K -$11.8K -160 -4%
BA
689
Bennicas & Associates
California
$310K -$3.69K -50 -1%
NAM
690
NTV Asset Management
West Virginia
$309K -$19.8K -268 -6%
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$308K -$2.21K -30 -0.8%
NB
692
Northwest Bancshares
Pennsylvania
$307K +$9.75K +132 +3%
CTA
693
Colonial Trust Advisors
South Carolina
$307K -$49.6K -672 -15%
IAIM
694
Industrial Alliance Investment Management
Quebec, Canada
$305K – – –
RCA
695
Resonant Capital Advisors
Wisconsin
$305K +$51.9K +703 +22%
PIM
696
Penobscot Investment Management
Massachusetts
$304K -$3.32K -45 -1%
CCFCSB
697
Cape Cod Five Cents Savings Bank
Massachusetts
$303K – – –
NAS
698
Nicolet Advisory Services
Wisconsin
$302K – – –
PFSC
699
Peoples Financial Services Corp
Pennsylvania
$300K – – –
AP
700
Atwood & Palmer
Missouri
$300K – – –
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29 30