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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Trexquant Investment
Connecticut
$551K +$521K +5,335 New
EAM
627
Eventide Asset Management
Massachusetts
$549K +$525K +5,377 New
FCH
628
Freestone Capital Holdings
Washington
$548K +$977 +10 +0.2%
LGF
629
LGT Group Foundation
Liechtenstein
$548K – – –
CFM
630
Catalyst Funds Management
Australia
$545K +$516K +5,280 New
QL
631
Quarry LP
New York
$545K +$201K +2,059 +64%
GWP
632
Gateway Wealth Partners
Wisconsin
$541K – – –
IAS
633
Investment Advisory Services
Texas
$536K -$4.49K -46 -0.9%
MNBTD
634
Moody National Bank Trust Division
Texas
$530K -$6.84K -70 -1%
ACA
635
Aptus Capital Advisors
Alabama
$526K +$12.6K +129 +3%
CCA
636
Checchi Capital Advisers
California
$525K +$1.76K +18 +0.4%
CSP
637
Cary Street Partners
Virginia
$524K +$17K +174 +4%
SOS
638
Silver Oak Securities
Tennessee
$523K +$1.95K +20 +0.4%
VBCG
639
Valley Brook Capital Group
Pennsylvania
$523K -$4.88K -50 -1%
MC
640
Moors & Cabot
Massachusetts
$516K +$7.33K +75 +2%
GC
641
Grimes & Company
Massachusetts
$515K +$36K +369 +8%
EHC
642
Everett Harris & Co
California
$513K – – –
FWTB
643
First Western Trust Bank
Colorado
$512K +$782 +8 +0.2%
IAA
644
Independent Advisor Alliance
North Carolina
$511K +$77.5K +793 +19%
MA
645
Montag & Associates
Georgia
$511K – – –
HH
646
Hilltop Holdings
Texas
$507K -$24K -246 -5%
FWCM
647
Ferguson Wellman Capital Management
Oregon
$507K +$62.5K +640 +15%
CP
648
Clarendon Private
Massachusetts
$501K +$106K +1,080 +29%
RS
649
R Squared
Hong Kong
$499K +$421K +4,310 +813%
BAAM
650
Baker Avenue Asset Management
California
$494K -$11.4K -117 -2%
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