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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
676
Traverso Chambers Private Wealth Management
California
$345K – – –
CWM
677
Concentric Wealth Management
California
$344K -$4.14K -50 -1%
GFS
678
GYL Financial Synergies
Connecticut
$344K +$21.4K +259 +7%
ZB
679
Zions Bancorporation
Utah
$341K +$261K +3,156 +355%
SFA
680
Sequoia Financial Advisors
Ohio
$341K +$38.6K +467 +13%
WPC
681
Waters Parkerson & Co
Louisiana
$336K -$53.8K -650 -14%
AWM
682
Aberdeen Wealth Management
Illinois
$335K – – –
MP
683
McDonald Partners
Ohio
$335K -$5.21K -63 -2%
FAG
684
Financial Advisory Group
Texas
$334K -$42.5K -513 -11%
NAM
685
NTV Asset Management
West Virginia
$333K +$83 +1 +0%
FB
686
Fulton Bank
Pennsylvania
$331K -$36.8K -445 -10%
CTA
687
Colonial Trust Advisors
South Carolina
$330K -$414 -5 -0.1%
CA
688
Clearstead Advisors
Ohio
$326K +$38.3K +463 +14%
CT
689
Chicago Trust
Illinois
$326K +$32.4K +392 +11%
RCA
690
Resonant Capital Advisors
Wisconsin
$325K -$2.81K -34 -0.9%
PP
691
Patten & Patten
Tennessee
$324K -$25.4K -307 -7%
AF
692
Allworth Financial
California
$323K +$69.1K +835 +28%
PIM
693
Penobscot Investment Management
Massachusetts
$323K -$4.96K -60 -2%
AP
694
Atwood & Palmer
Missouri
$323K – – –
CHC
695
City Holding Co
West Virginia
$322K -$30.2K -365 -9%
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$321K -$10.3K -125 -3%
FLPIM
697
F.L. Putnam Investment Management
Massachusetts
$321K +$25.7K +311 +9%
PFSC
698
Peoples Financial Services Corp
Pennsylvania
$321K -$3.06K -37 -1%
FL
699
Fort LP
Maryland
$320K -$136K -1,644 -30%
AWM
700
Axxcess Wealth Management
California
$319K – – –
26 27
28
29 30