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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
601
Pring Turner Capital Group
California
$662K – – –
CPC
602
Cookson Peirce & Co
Pennsylvania
$660K +$84.6K +946 +14%
FMB
603
Field & Main Bank
Kentucky
$660K -$4.47K -50 -0.7%
FRA
604
Frank Rimerman Advisors
California
$659K +$675K +7,550 New
IWC
605
Integrated Wealth Concepts
Massachusetts
$659K -$111K -1,243 -14%
BHIA
606
Birch Hill Investment Advisors
Massachusetts
$658K -$89.5K -1,000 -12%
KF
607
Krilogy Financial
Missouri
$654K -$153K -1,705 -19%
CWP
608
Curated Wealth Partners
California
$650K – – –
MOS
609
MGO One Seven
Ohio
$648K +$75.8K +847 +13%
LDB
610
Lee, Danner & Bass
Tennessee
$647K – – –
FCM
611
Fire Capital Management
California
$642K – – –
QIM
612
Quantitative Investment Management
Virginia
$640K -$322K -3,601 -33%
EWA
613
EP Wealth Advisors
California
$635K +$651K +7,275 New
ANBT
614
American National Bank & Trust
Texas
$633K +$62.1K +694 +11%
DT
615
Diversified Trust
Tennessee
$632K +$6.8K +76 +1%
WAM
616
Werlinich Asset Management
Connecticut
$631K +$1.79K +20 +0.3%
FPAS
617
Focus Partners Advisor Solutions
Missouri
$630K -$281K -3,140 -30%
TPCW
618
TD Private Client Wealth
New York
$627K +$141K +1,577 +28%
WP
619
Woodline Partners
California
$627K +$416K +4,654 +184%
AAM
620
AR Asset Management
California
$625K – – –
IIA
621
ICW Investment Advisors
Arizona
$620K +$15.3K +171 +2%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$613K – – –
EB
623
Eastern Bank
Massachusetts
$607K -$37.6K -420 -6%
GCP
624
GSA Capital Partners
United Kingdom
$607K +$622K +6,948 New
RBC
625
Romano Brothers & Co
Illinois
$606K -$8.95K -100 -1%
23 24
25
26 27