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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
876
D'Orazio & Associates
Virginia
$220K +$167 +2 +0.1%
RWA
877
Ropes Wealth Advisors
Massachusetts
$219K -$113K -1,351 -35%
GJIC
878
Gamble Jones Investment Counsel
California
$219K -$48.5K -580 -19%
KA
879
Kovack Advisors
Florida
$219K -$3.1K -37 -1%
BCM
880
Becker Capital Management
Oregon
$219K -$2.01K -24 -0.9%
QCM
881
Quest Capital Management
Texas
$219K +$211K +2,518 New
ACP
882
Aveo Capital Partners
Colorado
$217K -$1.09K -13 -0.5%
AF
883
Arrow Financial
New York
$217K – – –
M
884
Mirova
France
$216K +$209K +2,491 New
WANY
885
Wealthspire Advisors (New York)
New York
$214K -$29.3K -350 -12%
RIM
886
Regent Investment Management
Kentucky
$213K – – –
GWM
887
GSB Wealth Management
Connecticut
$213K +$205K +2,450 New
LCM
888
Logan Capital Management
Pennsylvania
$212K – – –
OIA
889
Optimum Investment Advisors
Illinois
$212K – – –
FFM
890
Forum Financial Management
Illinois
$212K +$204K +2,439 New
VA
891
Valmark Advisers
Ohio
$211K +$203K +2,425 New
WIC
892
Woodmont Investment Counsel
Tennessee
$210K +$202K +2,408 New
LSA
893
Leonteq Securities AG
Switzerland
$208K – – –
LWAC
894
Laurel Wealth Advisors (California)
California
$208K +$200K +2,384 New
CHAM
895
Clear Harbor Asset Management
Connecticut
$208K +$200K +2,387 New
HH
896
Hilltop Holdings
Texas
$207K -$6.86K -82 -3%
SAM
897
SignalPoint Asset Management
Missouri
$207K -$6.19K -74 -3%
HT
898
Heritage Trust
Oklahoma
$205K +$197K +2,350 New
TCM
899
Teza Capital Management
Illinois
$204K -$1.23M -14,736 -86%
GBT
900
Grove Bank & Trust
Florida
$204K +$195K +2,335 New
34 35
36
37 38