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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
576
Werlinich Asset Management
Connecticut
$708K – – –
LFG
577
Larson Financial Group
Missouri
$708K +$62.5K +647 +10%
AAM
578
AR Asset Management
California
$708K -$4.83K -50 -0.7%
RBC
579
Romano Brothers & Co
Illinois
$700K -$8.21K -85 -1%
GT
580
Glenview Trust
Kentucky
$696K -$37.8K -392 -5%
IAA
581
Independent Advisor Alliance
North Carolina
$695K +$199K +2,063 +42%
MWA
582
Medallion Wealth Advisors
Connecticut
$692K -$4.25K -44 -0.6%
RCAG
583
Rehmann Capital Advisory Group
Michigan
$692K +$15.3K +159 +2%
CFB
584
Cullen/Frost Bankers
Texas
$691K -$9.97M -103,266 -94%
WPC
585
Wedmont Private Capital
Pennsylvania
$688K -$65.3K -676 -9%
MFIM
586
Mesirow Financial Investment Management
Illinois
$688K +$11.2K +116 +2%
IIA
587
ICW Investment Advisors
Arizona
$677K +$23.1K +239 +4%
EC
588
EntryPoint Capital
New York
$672K +$440K +4,554 +204%
WA
589
Waterford Advisors
New York
$662K +$797K +8,257 +123%
WJWM
590
Williams Jones Wealth Management
New York
$662K -$97 -1 -0%
DWT
591
Dorsey & Whitney Trust
South Dakota
$662K -$25.2K -261 -4%
VF
592
Virtu Financial
New York
$661K +$644K +6,675 New
AAM
593
Azzad Asset Management
Virginia
$659K +$643K +6,657 New
CPC
594
Cookson Peirce & Co
Pennsylvania
$644K +$627K +6,500 New
CFMC
595
Curbstone Financial Management Corp
New Hampshire
$638K -$67.6K -700 -10%
EI
596
Ellevest Inc
New York
$635K -$330K -3,421 -35%
SOW
597
State of Wyoming
Wyoming
$634K -$97.2K -1,007 -14%
AOI
598
Auto-Owners Insurance
Michigan
$633K +$134K +1,393 +28%
OAM
599
Ostrum Asset Management
France
$631K -$17.7K -183 -3%
SWP
600
Stratos Wealth Partners
Ohio
$629K +$26.2K +271 +4%
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