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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
951
Mercer Capital Advisers
New Jersey
$51K – – –
MWP
952
Meridian Wealth Partners
Pennsylvania
$51K +$7.58K +116 +18%
TJHA
953
Thomas J. Herzfeld Advisors
Florida
$51K +$15.2K +232 +45%
ARMC
954
American Research & Management Company
Massachusetts
$50K -$18.4K -282 -28%
TFM
955
TFC Financial Management
Massachusetts
$50K +$65 +1 +0.1%
BAM
956
Bellevue Asset Management
Washington
$49K – – –
CCC
957
Crescent Capital Consulting
Louisiana
$49K – – –
HRC
958
Hoertkorn Richard Charles
$47K – – –
LWM
959
Liberty Wealth Management
California
$46K – – –
SBL
960
Sargent Bickham Lagudis
Colorado
$46K +$523 +8 +1%
TF
961
Tompkins Financial
New York
$45K -$6.54K -100 -13%
FFA
962
Freedman Financial Associates
Massachusetts
$45K – – –
ONST
963
Old North State Trust
North Carolina
$44K -$4.38K -67 -9%
CLOS
964
Compagnie Lombard Odier SCmA
Switzerland
$44K +$42.2K +645 New
PB
965
Pinnacle Bancorp
Nebraska
$43K – – –
DSC
966
Duncker Streett & Co
Missouri
$42K -$6.54K -100 -14%
HFA
967
HC Financial Advisors
California
$41K – – –
IAIM
968
International Assets Investment Management
Florida
$41K – – –
BCA
969
Berman Capital Advisors
Georgia
$41K +$13.1K +200 +50%
JGIA
970
Jackson Grant Investment Advisers
Connecticut
$40K -$11K -169 -22%
SWM
971
Sugarloaf Wealth Management
Georgia
$40K -$1.57K -24 -4%
BFEC
972
Benjamin F. Edwards & Company
Missouri
$40K +$2.55K +39 +7%
TWA
973
TCI Wealth Advisors
Arizona
$39K +$4.58K +70 +14%
KFI
974
Key Financial Inc
Pennsylvania
$38K +$2.55K +39 +8%
APC
975
Aspire Private Capital
North Carolina
$38K +$36.5K +559 New
37 38
39
40 41