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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
801
Arrow Financial
New York
$228K -$209K -3,409 -48%
WS
802
Wedbush Securities
California
$227K -$47.8K -781 -18%
DTC
803
Davidson Trust Company
Washington
$227K -$19.7K -322 -8%
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$226K -$85.8K -1,403 -28%
SLF
805
Sun Life Financial
Ontario, Canada
$226K -$28.9K -472 -12%
EIP
806
Ellis Investment Partners
Pennsylvania
$223K – – –
DLA
807
Douglas Lane & Associates
New York
$222K -$53.7K -878 -20%
CL
808
CPWM LLC
Washington
$222K -$1.1K -18 -0.5%
VFPI
809
Vantage Financial Partners (Illinois)
Illinois
$222K -$7.65K -125 -3%
HTC
810
Haverford Trust Company
Pennsylvania
$221K -$232K -3,792 -52%
CT
811
Cambridge Trust
Massachusetts
$221K +$216K +3,538 New
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$183 +3 +0.1%
KPWS
813
Kestra Private Wealth Services
Texas
$219K +$215K +3,514 New
CCG
814
Cypress Capital Group
Florida
$218K -$55K -900 -20%
CFG
815
Cooper Financial Group
California
$217K +$213K +3,479 New
CBB
816
Citizens Business Bank
California
$215K +$211K +3,450 New
NP
817
NorthRock Partners
Minnesota
$214K -$15.7K -256 -7%
BCA
818
Bray Capital Advisors
Florida
$211K -$159K -2,595 -43%
SS
819
Simplicity Solutions
Minnesota
$211K -$26.5K -433 -11%
MIC
820
Meridian Investment Counsel
California
$211K +$207K +3,379 New
KPW
821
Kore Private Wealth
New York
$210K +$28.4K +465 +16%
CCA
822
Checchi Capital Advisers
California
$210K +$205K +3,359 New
EAM
823
Eagle Asset Management
Florida
$210K +$206K +3,376 New
BFA
824
Benedict Financial Advisors
Georgia
$209K -$298K -4,866 -59%
GWM
825
Geneos Wealth Management
Colorado
$208K -$88.8K -1,452 -30%
31 32
33
34 35