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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$366K -$16.5K -214 -5%
MPIA
702
Mountain Pacific Investment Advisers
Idaho
$366K – – –
NAM
703
NTV Asset Management
West Virginia
$366K +$154 +2 +0%
ANRIA
704
American National Registered Investment Advisor
Texas
$365K -$3.54K -46 -1%
FAG
705
Financial Advisory Group
Texas
$365K – – –
FAIM
706
Financial Advocates Investment Management
Washington
$365K +$290K +3,773 +90%
SIM
707
Sentry Investment Management
Wisconsin
$364K – – –
MAFM
708
Mid Atlantic Financial Management
Pennsylvania
$363K +$5K +65 +1%
SNT
709
Security National Trust
West Virginia
$362K -$17.4K -226 -5%
SDIC
710
South Dakota Investment Council
South Dakota
$359K -$192K -2,500 -36%
WJWM
711
Williams Jones Wealth Management
New York
$359K -$19.6K -255 -5%
CAG
712
Csenge Advisory Group
Florida
$359K -$5.62K -73 -2%
SACTSONJ
713
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$352K – – –
DMC
714
Drexel Morgan & Co
Pennsylvania
$351K – – –
NNP
715
Nachman Norwood & Parrott
South Carolina
$351K +$77 +1 +0%
DWA
716
Douglass Winthrop Advisors
New York
$351K +$35.9K +466 +12%
CWM
717
Concentric Wealth Management
California
$350K -$7.7K -100 -2%
MYIA
718
Mount Yale Investment Advisors
Colorado
$348K +$6.54K +85 +2%
CPA
719
Court Place Advisors
Maryland
$346K -$4.31K -56 -1%
KPW
720
Kore Private Wealth
New York
$346K +$83.7K +1,087 +35%
EAM
721
Eagle Asset Management
Florida
$344K +$10.5K +137 +3%
DHFB
722
Dixon Hubard Feinour & Brown
Virginia
$342K -$530K -6,889 -62%
SVWAG
723
Sound View Wealth Advisors Group
Georgia
$342K -$40.8K -530 -11%
HF
724
HRT Financial
New York
$339K +$319K +4,151 New
BFO
725
Boston Family Office
Massachusetts
$338K -$11.5K -150 -4%
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