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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
Montag & Associates
Georgia
$366K -$17.9K -205 -4%
BWP
702
Burling Wealth Partners
Illinois
$363K -$29.3K -335 -7%
CI
703
CX Institutional
Indiana
$360K -$50.3K -575 -11%
VIM
704
Vancity Investment Management
British Columbia, Canada
$360K -$32.5K -372 -7%
CWP
705
Core Wealth Partners
California
$360K – – –
BMO
706
Beck Mack & Oliver
New York
$353K – – –
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$197K +2,257 +98%
QL
708
Quarry LP
New York
$352K -$169K -1,932 -30%
PWAM
709
Private Wealth Asset Management
Iowa
$349K -$350 -4 -0.1%
EHC
710
Everett Harris & Co
California
$348K – – –
CCA
711
Checchi Capital Advisers
California
$346K +$38.7K +442 +11%
MC
712
Moors & Cabot
Massachusetts
$342K -$26.2K -300 -6%
EM
713
Excalibur Management
Massachusetts
$339K -$3.24K -37 -0.8%
AC
714
Apella Capital
Connecticut
$338K +$103K +1,177 +39%
AA
715
ABC Arbitrage
France
$336K +$381K +4,358 New
WT
716
Washington Trust
Rhode Island
$333K -$4.81K -55 -1%
DMC
717
Drexel Morgan & Co
Pennsylvania
$331K – – –
FMI
718
Frec Markets Inc
California
$330K +$375K +4,283 New
FFA
719
Fortune Financial Advisors
Kansas
$330K +$39.5K +452 +12%
PCM
720
Pointe Capital Management
Michigan
$324K – – –
PCIA
721
Prime Capital Investment Advisors
Kansas
$323K -$34K -389 -8%
EWA
722
Exencial Wealth Advisors
Oklahoma
$323K -$55.5K -634 -13%
TBT
723
Texas Bank & Trust
Texas
$320K -$21.9K -250 -6%
OCA
724
OpenArc Corporate Advisory
Georgia
$320K -$26.4K -302 -7%
SWM
725
Shakespeare Wealth Management
Wisconsin
$319K – – –
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