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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
526
Curated Wealth Partners
California
$667K – – –
PTC
527
Philadelphia Trust Company
Pennsylvania
$666K -$8K -95 -1%
SFA
528
Sequoia Financial Advisors
Ohio
$659K +$283K +3,357 +83%
HFM
529
Hartford Funds Management
Pennsylvania
$658K +$67.7K +803 +12%
OL
530
Optas LLC
Texas
$655K +$8.76K +104 +1%
FNFDCM
531
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$652K -$13.5K -160 -2%
WAM
532
Werlinich Asset Management
Connecticut
$652K – – –
JF
533
Jump Financial
Illinois
$645K +$611K +7,247 New
AAM
534
AR Asset Management
California
$641K – – –
TMAM
535
Tokio Marine Asset Management
Japan
$639K -$4.89K -58 -0.8%
SB
536
Simmons Bank
Arkansas
$636K -$8K -95 -1%
ZB
537
Zions Bancorporation
Utah
$635K +$260K +3,091 +76%
DWP
538
Daymark Wealth Partners
Ohio
$629K +$300K +3,558 +101%
EM
539
ELCO Management
New York
$627K -$51.8K -615 -8%
CC
540
Chicago Capital
Illinois
$622K +$8.68K +103 +1%
VBCG
541
Valley Brook Capital Group
Pennsylvania
$621K – – –
WC
542
Westhampton Capital
North Carolina
$620K – – –
AAM
543
Ascension Asset Management
New York
$615K +$582K +6,914 New
IGGA
544
Iron Gate Global Advisors
Utah
$609K -$674 -8 -0.1%
GI
545
GAMCO Investors
Connecticut
$605K -$674 -8 -0.1%
CFMC
546
Curbstone Financial Management Corp
New Hampshire
$602K -$16.9K -200 -3%
BCV
547
Banque Cantonale Vaudoise
Switzerland
$602K – – –
WA
548
Waterford Advisors
New York
$595K – – –
FTDI
549
First Trust Direct Indexing
Massachusetts
$594K +$85.3K +1,013 +18%
HWM
550
HB Wealth Management
Georgia
$589K -$1.18K -14 -0.2%
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