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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
751
BSW Wealth Partners
Colorado
$211K +$242K +3,312 New
ASN
752
Advisory Services Network
Georgia
$210K -$30K -410 -11%
SLF
753
Sun Life Financial
Ontario, Canada
$206K -$46.3K -633 -16%
CF
754
Centaurus Financial
California
$206K -$5.78K -79 -2%
SNB
755
Security National Bank
Nebraska
$206K – – –
FFA
756
First Foundation Advisors
California
$205K -$487K -6,660 -67%
DJSG
757
D.J. St. Germain
Massachusetts
$204K – – –
IFAM
758
Institutional & Family Asset Management
Colorado
$204K – – –
TIA
759
Tiemann Investment Advisors
California
$203K -$101K -1,375 -30%
MWM
760
Meridian Wealth Management
Kentucky
$203K -$11.6K -158 -5%
CPA
761
Court Place Advisors
Maryland
$203K -$9.95K -136 -4%
RCA
762
Resonant Capital Advisors
Wisconsin
$203K +$1.1K +15 +0.5%
SFA
763
Sequoia Financial Advisors
Ohio
$201K -$21.1K -288 -8%
OAM
764
Oppenheimer Asset Management
New York
$200K -$8.05K -110 -3%
HIA
765
Harbor Investment Advisory
Maryland
$196K -$27.3K -373 -11%
LWCFA
766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K -$15.3K -209 -7%
BL
767
Bleichroeder LP
New York
$191K – – –
SFM
768
Systematic Financial Management
New Jersey
$191K – – –
FHA
769
First Horizon Advisors
Tennessee
$189K -$37.1K -507 -15%
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$189K -$8.27K -113 -4%
LWANC
771
Laurel Wealth Advisors (North Carolina)
North Carolina
$189K -$6.58K -90 -3%
LB
772
Legacy Bridge
Iowa
$186K – – –
SIM
773
Sentry Investment Management
Wisconsin
$185K – – –
AA
774
Ancora Advisors
Ohio
$185K +$73 +1 +0%
QCG
775
Quadrant Capital Group
Ohio
$185K +$5.05K +69 +2%
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