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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
S.A. Mason
Michigan
$191K -$11.1K -148 -5%
CI
877
Corient IA
Florida
$190K – – –
BF
878
BOK Financial
Oklahoma
$184K -$24.1K -323 -11%
CT
879
Caldwell Trust
Florida
$184K -$15.3K -205 -7%
WTA
880
Washington Trust Advisors
Massachusetts
$184K +$14.2K +190 +8%
NECFA
881
New England Capital Financial Advisors
Connecticut
$182K +$747 +10 +0.4%
MNA
882
Manning & Napier Advisors
New York
$176K +$2.99K +40 +2%
MP
883
McDonald Partners
Ohio
$168K +$175K +2,344 New
PCM
884
Penserra Capital Management
California
$163K +$3.51K +47 +2%
SVCP
885
Silicon Valley Capital Partners
California
$163K – – –
CLOS
886
Compagnie Lombard Odier SCmA
Switzerland
$162K – – –
IAAG
887
Innovative Asset Advisors Group
Connecticut
$158K -$30.3K -406 -16%
MG
888
Mather Group
Illinois
$156K -$27.6K -370 -14%
SAM
889
Smartleaf Asset Management
Massachusetts
$155K – – –
EP
890
Essential Partners
California
$150K +$135K +1,804 +614%
CHC
891
City Holding Co
West Virginia
$147K -$28.3K -379 -16%
NF
892
Napier Financial
Massachusetts
$147K -$1.94K -26 -1%
AWM
893
Aberdeen Wealth Management
Illinois
$143K -$97.1K -1,300 -39%
CIA
894
Cape Investment Advisory
Georgia
$142K +$149K +1,989 New
IAIM
895
International Assets Investment Management
Florida
$138K -$6.57K -88 -4%
AA
896
Ancora Advisors
Ohio
$138K -$54.7K -732 -27%
CF
897
Centaurus Financial
California
$138K +$2.09K +28 +1%
TWD
898
True Wealth Design
Ohio
$138K +$103K +1,373 +250%
CA
899
Continuum Advisory
Idaho
$134K +$140K +1,870 New
IFWM
900
Institute for Wealth Management
Colorado
$133K +$139K +1,861 New
34 35
36
37 38