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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
551
Glenview Trust
Kentucky
$765K -$95.6K -979 -12%
SOW
552
State of Wyoming
Wyoming
$764K +$532K +5,450 +279%
FCM
553
Fire Capital Management
California
$758K – – –
DT
554
Diversified Trust
Tennessee
$752K +$43.9K +449 +7%
CFG
555
Cooper Financial Group
California
$751K +$65.1K +666 +10%
KWM
556
Kingsview Wealth Management
Oregon
$746K -$40.2K -411 -5%
AAM
557
AR Asset Management
California
$743K – – –
RBC
558
Romano Brothers & Co
Illinois
$739K -$8.6K -88 -1%
WPC
559
Wedmont Private Capital
Pennsylvania
$738K +$118K +1,206 +19%
WAM
560
Werlinich Asset Management
Connecticut
$738K – – –
CFMC
561
Curbstone Financial Management Corp
New Hampshire
$738K +$39.1K +400 +6%
WS
562
Wedbush Securities
California
$737K +$70.2K +719 +11%
PP
563
Prudential plc
United Kingdom
$734K -$621K -6,359 -47%
QCG
564
Quadrant Capital Group
Ohio
$728K +$300K +3,075 +77%
MSA
565
MUFG Securities Americas
New York
$724K +$110K +1,121 +19%
IWC
566
Integrated Wealth Concepts
Massachusetts
$722K +$6.16K +63 +0.9%
MWA
567
Medallion Wealth Advisors
Connecticut
$722K +$30.6K +313 +5%
OL
568
Optas LLC
Texas
$718K +$105K +1,070 +18%
DWT
569
Dorsey & Whitney Trust
South Dakota
$717K – – –
GC
570
Guggenheim Capital
Illinois
$709K -$335K -3,433 -33%
MFIM
571
Mesirow Financial Investment Management
Illinois
$705K +$34.3K +351 +5%
RCAG
572
Rehmann Capital Advisory Group
Michigan
$704K +$36.6K +375 +6%
NP
573
NorthRock Partners
Minnesota
$695K +$42.3K +433 +7%
IGGA
574
Iron Gate Global Advisors
Utah
$694K -$2.05K -21 -0.3%
WA
575
Waterford Advisors
New York
$690K – – –
21 22
23
24 25