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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
876
Arrow Financial
New York
$216K – – –
CCA
877
Childress Capital Advisors
Texas
$215K -$4.1K -43 -2%
UFA
878
US Financial Advisors
Massachusetts
$213K +$196K +2,054 New
SPC
879
Sigma Planning Corp
Michigan
$213K -$5.91K -62 -3%
MCM
880
Manchester Capital Management
Vermont
$212K -$10.6K -111 -5%
MA
881
MJP Associates
Connecticut
$212K +$194K +2,039 New
BPWM
882
Badgley Phelps Wealth Managers
Washington
$211K +$193K +2,028 New
CA
883
Cullinan Associates
Kentucky
$211K +$191K +2,000 New
CAMG
884
CWA Asset Management Group
Florida
$210K +$193K +2,021 New
CAM
885
Claret Asset Management
Quebec, Canada
$210K +$192K +2,017 New
SC
886
Savoie Capital
Illinois
$210K +$192K +2,019 New
CHA
887
Carmichael Hill & Associates
Maryland
$208K -$24.1K -253 -11%
SWM
888
SeaCrest Wealth Management
New York
$208K -$14.3K -150 -7%
VHAM
889
Van Hulzen Asset Management
California
$208K -$762K -8,000 -80%
MCM
890
Marathon Capital Management
Maryland
$208K +$190K +1,997 New
IAA
891
Independent Advisor Alliance
North Carolina
$207K -$20.1K -211 -10%
BCM
892
Becker Capital Management
Oregon
$206K +$189K +1,983 New
CCWM
893
Cassaday & Co Wealth Management
Virginia
$206K +$188K +1,977 New
AWM
894
AE Wealth Management
Kansas
$205K -$92.8K -974 -33%
CNBTD
895
Citizens National Bank Trust Department
Mississippi
$204K – – –
PCS
896
Personal CFO Solutions
New Jersey
$203K +$186K +1,956 New
PCM
897
Penserra Capital Management
California
$201K +$2.1K +22 +1%
CPA
898
Capital Planning Advisors
California
$201K -$29.7K -312 -14%
BST
899
Bath Savings Trust
Maine
$201K +$184K +1,930 New
TA
900
Townsend & Associates
Colorado
$201K +$186K +1,950 New
34 35
36
37 38