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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
626
Freestone Capital Holdings
Washington
$548K +$977 +10 +0.2%
LGF
627
LGT Group Foundation
Liechtenstein
$548K – – –
CFM
628
Catalyst Funds Management
Australia
$545K +$516K +5,280 New
QL
629
Quarry LP
New York
$545K +$201K +2,059 +64%
GWP
630
Gateway Wealth Partners
Wisconsin
$541K – – –
IAS
631
Investment Advisory Services
Texas
$536K -$4.49K -46 -0.9%
MNBTD
632
Moody National Bank Trust Division
Texas
$530K -$6.84K -70 -1%
ACA
633
Aptus Capital Advisors
Alabama
$526K +$12.6K +129 +3%
CCA
634
Checchi Capital Advisers
California
$525K +$1.76K +18 +0.4%
CSP
635
Cary Street Partners
Virginia
$524K +$17K +174 +4%
SOS
636
Silver Oak Securities
Tennessee
$523K +$1.95K +20 +0.4%
VBCG
637
Valley Brook Capital Group
Pennsylvania
$523K -$4.88K -50 -1%
MC
638
Moors & Cabot
Massachusetts
$516K +$7.33K +75 +2%
GC
639
Grimes & Company
Massachusetts
$515K +$36K +369 +8%
EHC
640
Everett Harris & Co
California
$513K – – –
FWTB
641
First Western Trust Bank
Colorado
$512K +$782 +8 +0.2%
IAA
642
Independent Advisor Alliance
North Carolina
$511K +$77.5K +793 +19%
MA
643
Montag & Associates
Georgia
$511K – – –
HH
644
Hilltop Holdings
Texas
$507K -$24K -246 -5%
FWCM
645
Ferguson Wellman Capital Management
Oregon
$507K +$62.5K +640 +15%
CP
646
Clarendon Private
Massachusetts
$501K +$106K +1,080 +29%
RS
647
R Squared
Hong Kong
$499K +$421K +4,310 +813%
BAAM
648
Baker Avenue Asset Management
California
$494K -$11.4K -117 -2%
UB
649
UMB Bank
Missouri
$493K -$14.9K -153 -3%
SFI
650
Siemens Fonds Invest
Germany
$488K +$28.9K +296 +7%
24 25
26
27 28