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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
526
Engineers Gate Manager
New York
$597K +$585K +7,068 New
VBCG
527
Valley Brook Capital Group
Pennsylvania
$589K – – –
CAM
528
Cresset Asset Management
Illinois
$588K -$3.07M -37,127 -84%
CFMC
529
Curbstone Financial Management Corp
New Hampshire
$588K -$49.6K -600 -8%
WC
530
Westhampton Capital
North Carolina
$588K – – –
CFG
531
Cooper Financial Group
California
$584K +$28.2K +341 +5%
CC
532
Chicago Capital
Illinois
$581K – – –
IGGA
533
Iron Gate Global Advisors
Utah
$580K -$1.16K -14 -0.2%
GI
534
GAMCO Investors
Connecticut
$574K -$141K -1,700 -20%
BCV
535
Banque Cantonale Vaudoise
Switzerland
$571K – – –
WA
536
Waterford Advisors
New York
$565K – – –
HWM
537
HB Wealth Management
Georgia
$560K +$38.3K +463 +8%
ACM
538
Allred Capital Management
Texas
$557K -$16.1K -195 -3%
HFM
539
Hartford Funds Management
Pennsylvania
$556K +$106K +1,278 +24%
TBA
540
Tower Bridge Advisors
Pennsylvania
$553K – – –
SWP
541
Stratos Wealth Partners
Ohio
$549K -$20.4K -247 -4%
FMWA
542
Forvis Mazars Wealth Advisors
Missouri
$548K -$49K -592 -8%
PRC
543
Pearl River Capital
Michigan
$545K -$543K -6,561 -50%
PFM
544
Parsec Financial Management
North Carolina
$543K -$23.6K -285 -4%
HL
545
HeadInvest LLC
Maine
$540K -$11.6K -140 -2%
ESCM
546
Echo Street Capital Management
New York
$540K +$530K +6,399 New
AOI
547
Auto-Owners Insurance
Michigan
$540K – – –
VAS
548
Vestmark Advisory Solutions
Massachusetts
$539K +$14.1K +170 +3%
AIP
549
Ameritas Investment Partners
Nebraska
$539K -$66.4K -802 -11%
KTA
550
Keeley-Teton Advisors
Illinois
$538K -$187K -2,255 -26%
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