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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
551
EP Wealth Advisors
California
$766K +$77.6K +794 +12%
GT
552
Glenview Trust
Kentucky
$765K -$95.6K -979 -12%
SOW
553
State of Wyoming
Wyoming
$764K +$532K +5,450 +279%
FCM
554
Fire Capital Management
California
$758K – – –
DT
555
Diversified Trust
Tennessee
$752K +$43.9K +449 +7%
CFG
556
Cooper Financial Group
California
$751K +$65.1K +666 +10%
KWM
557
Kingsview Wealth Management
Oregon
$746K -$40.2K -411 -5%
AAM
558
AR Asset Management
California
$743K – – –
RBC
559
Romano Brothers & Co
Illinois
$739K -$8.6K -88 -1%
WPC
560
Wedmont Private Capital
Pennsylvania
$738K +$118K +1,206 +19%
WAM
561
Werlinich Asset Management
Connecticut
$738K – – –
CFMC
562
Curbstone Financial Management Corp
New Hampshire
$738K +$39.1K +400 +6%
WS
563
Wedbush Securities
California
$737K +$70.2K +719 +11%
PP
564
Prudential plc
United Kingdom
$734K -$621K -6,359 -47%
QCG
565
Quadrant Capital Group
Ohio
$728K +$300K +3,075 +77%
MSA
566
MUFG Securities Americas
New York
$724K +$110K +1,121 +19%
IWC
567
Integrated Wealth Concepts
Massachusetts
$722K +$6.16K +63 +0.9%
MWA
568
Medallion Wealth Advisors
Connecticut
$722K +$30.6K +313 +5%
OL
569
Optas LLC
Texas
$718K +$105K +1,070 +18%
DWT
570
Dorsey & Whitney Trust
South Dakota
$717K – – –
GC
571
Guggenheim Capital
Illinois
$709K -$335K -3,433 -33%
MFIM
572
Mesirow Financial Investment Management
Illinois
$705K +$34.3K +351 +5%
RCAG
573
Rehmann Capital Advisory Group
Michigan
$704K +$36.6K +375 +6%
NP
574
NorthRock Partners
Minnesota
$695K +$42.3K +433 +7%
IGGA
575
Iron Gate Global Advisors
Utah
$694K -$2.05K -21 -0.3%
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