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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Claret Asset Management
Quebec, Canada
$217K -$3K -33 -1%
PFM
902
Patton Fund Management
Texas
$217K – – –
MCA
903
MSH Capital Advisors
Arizona
$216K – – –
CA
904
Capital Advantage
California
$215K +$91 +1 +0%
DAS
905
Dynamic Advisor Solutions
Arizona
$215K -$20.7K -228 -9%
SL
906
Sentry LLC
Tennessee
$214K – – –
LI
907
LMCG Investments
Massachusetts
$214K – – –
PAMG
908
Patton Albertson Miller Group
Tennessee
$214K +$213K +2,341 New
SIG
909
Sky Investment Group
Connecticut
$212K -$10.5K -116 -5%
DCM
910
Donaldson Capital Management
Indiana
$211K -$7.17K -79 -3%
WTA
911
Washington Trust Advisors
Massachusetts
$210K – – –
CPA
912
Capital Performance Advisors
California
$210K +$208K +2,293 New
EWM
913
Empirical Wealth Management
Washington
$209K -$34.8K -383 -14%
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$3.27K -36 -2%
BCM
915
Brookstone Capital Management
Illinois
$208K -$3.5M -38,605 -94%
GRP
916
Global Retirement Partners
California
$208K -$125K -1,378 -38%
SVCP
917
Silicon Valley Capital Partners
California
$208K – – –
SF
918
Summit Financial
New Jersey
$207K +$206K +2,269 New
EFSCE
919
Enterprise Financial Services Corp (EFSC)
Missouri
$206K -$59.6K -657 -23%
DLA
920
Douglas Lane & Associates
New York
$206K -$30.9K -340 -13%
ONB
921
Old National Bancorp
Indiana
$205K +$10.7K +118 +6%
FNT
922
First National Trust
Pennsylvania
$202K -$817 -9 -0.4%
DAS
923
Diversify Advisory Services
Utah
$202K +$204K +2,243 New
OIA
924
Optimum Investment Advisors
Illinois
$201K – – –
VA
925
VestGen Advisors
Illinois
$201K +$200K +2,198 New
35 36
37
38 39