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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
551
TD Private Client Wealth
New York
$685K -$43.3K -432 -6%
CIA
552
Choate Investment Advisors
Massachusetts
$684K +$282K +2,817 +62%
FAN
553
Financial Advisors Network
California
$684K +$741K +7,386 New
FCM
554
Fire Capital Management
California
$680K +$737K +7,346 New
HI
555
Horizon Investments
North Carolina
$672K +$10.2K +102 +1%
RBC
556
Romano Brothers & Co
Illinois
$671K -$13.7K -137 -2%
JWCA
557
J.W. Cole Advisors
Florida
$667K +$6.32K +63 +0.9%
AAM
558
AR Asset Management
California
$667K – – –
WAM
559
Werlinich Asset Management
Connecticut
$662K – – –
TC
560
TownSquare Capital
Utah
$651K +$181K +1,801 +34%
ZB
561
Zions Bancorporation
Utah
$648K +$227K +2,268 +48%
DWT
562
Dorsey & Whitney Trust
South Dakota
$643K +$11.4K +114 +2%
IWC
563
Integrated Wealth Concepts
Massachusetts
$642K -$83.3K -831 -11%
DT
564
Diversified Trust
Tennessee
$633K +$6.32K +63 +0.9%
WJWM
565
Williams Jones Wealth Management
New York
$632K – – –
LFG
566
Larson Financial Group
Missouri
$626K +$36.9K +368 +6%
CFMC
567
Curbstone Financial Management Corp
New Hampshire
$625K +$201 +2 +0%
MWA
568
Medallion Wealth Advisors
Connecticut
$624K +$665K +6,632 New
OAM
569
Ostrum Asset Management
France
$623K +$317K +3,164 +89%
IGGA
570
Iron Gate Global Advisors
Utah
$623K +$677K +6,749 New
GI
571
GAMMA Investing
California
$620K +$131K +1,303 +24%
WA
572
Waterford Advisors
New York
$620K – – –
EM
573
ELCO Management
New York
$618K – – –
CCIA
574
Campbell & Co Investment Adviser
Maryland
$617K +$45.9K +458 +7%
EWA
575
EP Wealth Advisors
California
$614K +$21.9K +218 +3%
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