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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
851
Evergreen Capital Management
Washington
$264K +$15.3K +159 +6%
HCM
852
Howard Capital Management
Georgia
$264K +$27.5K +285 +12%
CT
853
Colonial Trust
South Carolina
$263K -$965 -10 -0.4%
MCM
854
Mengis Capital Management
Oregon
$262K +$256K +2,650 New
AC
855
AlphaCore Capital
California
$262K +$255K +2,644 New
SCA
856
Stonebridge Capital Advisors
Minnesota
$262K -$9.17K -95 -3%
MWM
857
Mission Wealth Management
California
$258K +$2.12K +22 +0.9%
DLA
858
Douglas Lane & Associates
New York
$256K -$16K -166 -6%
SC
859
Sapient Capital
Indiana
$256K -$676 -7 -0.3%
DAS
860
Dynamic Advisor Solutions
Arizona
$256K -$11.1K -115 -4%
PAS
861
PKS Advisory Services
New York
$255K +$11.7K +121 +5%
CC
862
Courier Capital
New York
$254K – – –
FLPIM
863
F.L. Putnam Investment Management
Massachusetts
$254K -$1.93K -20 -0.8%
SWM
864
SeaCrest Wealth Management
New York
$253K -$1.93K -20 -0.8%
PFS
865
Prospera Financial Services
Texas
$253K +$10.4K +108 +4%
FPAS
866
Focus Partners Advisor Solutions
Missouri
$251K +$245K +2,540 New
FCMC
867
Founders Capital Management (Connecticut)
Connecticut
$251K – – –
KFS
868
Keynote Financial Services
Connecticut
$251K -$42.8K -443 -15%
MPM
869
MBB Public Markets
Illinois
$250K -$56.8K -588 -19%
SFP
870
Sterling Financial Planning
New Jersey
$249K – – –
BFA
871
Bragg Financial Advisors
North Carolina
$249K -$22.9K -237 -9%
GVAG
872
Great Valley Advisor Group
Delaware
$248K -$8.21K -85 -3%
GIA
873
GHP Investment Advisors
Colorado
$248K -$10.5K -109 -4%
CCT
874
Chemung Canal Trust
New York
$248K -$50.8K -526 -17%
AIMCA
875
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$248K -$16.6M -171,771 -99%
33 34
35
36 37