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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
626
Azzad Asset Management
Virginia
$526K -$155K -2,069 -22%
MHIC
627
Marble Harbor Investment Counsel
Massachusetts
$520K +$63.5K +850 +13%
AAM
628
AR Asset Management
California
$512K – – –
OL
629
Optas LLC
Texas
$511K +$99.3K +1,330 +23%
OIA
630
OneDigital Investment Advisors
Kansas
$510K -$90.9K -1,217 -15%
BCM
631
BTC Capital Management
Iowa
$509K -$4.57M -61,192 -90%
NAM
632
NorthCrest Asset Manangement
Minnesota
$504K +$282K +3,776 +117%
FPAS
633
Focus Partners Advisor Solutions
Missouri
$504K +$326K +4,370 +164%
BT
634
Banque Transatlantique
France
$503K +$30.2K +404 +7%
SCM
635
Sterneck Capital Management
Missouri
$502K +$147K +1,967 +39%
EB
636
Eastern Bank
Massachusetts
$498K – – –
CI
637
CX Institutional
Indiana
$493K +$165K +2,213 +47%
BPAMU
638
BTG Pactual Asset Management US
New York
$492K +$232K +3,108 +82%
SSA
639
Schonfeld Strategic Advisors
New York
$491K -$1.14M -15,283 -69%
FCM
640
Fire Capital Management
California
$490K -$37.3K -500 -7%
MG
641
Marex Group
$490K +$279K +3,731 +120%
KPWS
642
Kestra Private Wealth Services
Texas
$490K -$19.6K -262 -4%
VIP
643
Viewpoint Investment Partners
Alberta, Canada
$487K -$89.6K -1,200 -15%
CG
644
Caprock Group
Idaho
$486K +$14K +187 +3%
RBC
645
Romano Brothers & Co
Illinois
$481K -$6.87K -92 -1%
JIC
646
Johnson Investment Counsel
Ohio
$480K -$105K -1,402 -17%
FNFDCM
647
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$480K -$24.6K -330 -5%
ASN
648
Advisory Services Network
Georgia
$480K +$119K +1,591 +31%
WA
649
Waterford Advisors
New York
$479K – – –
IGGA
650
Iron Gate Global Advisors
Utah
$475K – – –
24 25
26
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