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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
701
STRS Ohio
Ohio
$323K -$65 -1 -0%
SVWAG
702
Sound View Wealth Advisors Group
Georgia
$322K +$27.7K +423 +10%
VFA
703
Valeo Financial Advisors
Indiana
$321K -$60.8K -930 -17%
SWM
704
SeaCrest Wealth Management
New York
$321K +$28.3K +433 +10%
SNT
705
Security National Trust
West Virginia
$319K -$109K -1,673 -26%
WJWM
706
Williams Jones Wealth Management
New York
$318K -$18.5K -283 -6%
ST
707
Sageworth Trust
Pennsylvania
$317K +$299K +4,577 +8,030%
FWM
708
Frontier Wealth Management
Missouri
$316K -$21.8K -333 -7%
EFSCE
709
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$850 -13 -0.3%
TAM
710
Tucker Asset Management
Colorado
$316K – – –
GAM
711
Gotham Asset Management
New York
$314K -$1.91M -29,185 -86%
CAG
712
Csenge Advisory Group
Florida
$314K -$2.62K -40 -0.9%
FA
713
FDx Advisors
Illinois
$313K -$54.1K -827 -15%
BMO
714
Beck Mack & Oliver
New York
$311K -$16.3K -250 -5%
HCM
715
Hutchinson Capital Management
California
$311K – – –
ANRIA
716
American National Registered Investment Advisor
Texas
$309K -$261 -4 -0.1%
AP
717
Atwood & Palmer
Missouri
$309K – – –
LNC
718
Lincoln National Corp
Pennsylvania
$309K +$12.4K +190 +4%
OL
719
Optas LLC
Texas
$307K +$1.9K +29 +0.6%
MPIA
720
Mountain Pacific Investment Advisers
Idaho
$306K -$101K -1,550 -26%
NAM
721
NTV Asset Management
West Virginia
$306K -$24.9K -381 -8%
QI
722
QS Investors
New York
$306K -$3.46K -53 -1%
FAG
723
Financial Advisory Group
Texas
$306K – – –
SIM
724
Sentry Investment Management
Wisconsin
$305K -$1.4M -21,489 -83%
IA
725
IFG Advisory
Georgia
$305K -$16.3K -250 -5%
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29
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