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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
726
Bard Financial Services
Connecticut
$332K – – –
FCI
727
Financial Counselors Inc
Kansas
$332K +$86.3K +981 +32%
BA
728
Bennicas & Associates
California
$330K – – –
VCM
729
Virtue Capital Management
Tennessee
$330K +$54.5K +620 +18%
HWA
730
Heritage Way Advisors
Illinois
$329K – – –
AWM
731
Aberdeen Wealth Management
Illinois
$327K -$4.4K -50 -1%
ESCM
732
Echo Street Capital Management
New York
$326K +$348K +3,958 New
EAM
733
Eagle Asset Management
Florida
$324K -$23.1K -263 -6%
SLF
734
Sun Life Financial
Ontario, Canada
$323K +$81.2K +923 +31%
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$322K -$22.9K -260 -6%
NB
736
Northwest Bancshares
Pennsylvania
$322K -$2.37K -27 -0.7%
NIM
737
Northeast Investment Management
Massachusetts
$321K +$4.22K +48 +1%
SIM
738
Sentry Investment Management
Wisconsin
$320K -$49.9K -568 -13%
RWA
739
Ropes Wealth Advisors
Massachusetts
$318K – – –
FMLI
740
Fukoku Mutual Life Insurance
Japan
$318K +$84.4K +960 +33%
GW
741
GW & Wade
Massachusetts
$317K +$27K +307 +9%
BTWM
742
Baker Tilly Wealth Management
Wisconsin
$316K +$64.5K +734 +24%
MGIA
743
Moneta Group Investment Advisors
Missouri
$314K -$3.17K -36 -0.9%
S
744
Surevest
California
$314K +$10K +114 +3%
CI
745
Conning Inc
Connecticut
$312K -$62.1K -706 -16%
FWM
746
Frontier Wealth Management
Missouri
$312K -$440 -5 -0.1%
S
747
SignatureFD
Georgia
$312K +$92.2K +1,049 +38%
KTC
748
Kistler-Tiffany Companies
Pennsylvania
$311K -$108K -1,233 -25%
FFN
749
Focus Financial Network
Minnesota
$311K +$81.2K +923 +32%
OAM
750
Oppenheimer Asset Management
New York
$304K -$1.5K -17 -0.5%
28 29
30
31 32