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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
651
Advisory Services Network
Georgia
$480K +$119K +1,591 +31%
WA
652
Waterford Advisors
New York
$479K – – –
IGGA
653
Iron Gate Global Advisors
Utah
$475K – – –
PCM
654
Parsons Capital Management
Rhode Island
$471K +$8.14K +109 +2%
AC
655
AlphaCore Capital
California
$471K +$283K +3,783 +135%
WFA
656
Wellspring Financial Advisors
Ohio
$469K -$54.8K -733 -10%
SI
657
Sava Infond
Slovenia
$465K – – –
TG
658
TCW Group
California
$462K +$1.79K +24 +0.4%
WJWM
659
Williams Jones Wealth Management
New York
$460K +$20.1K +269 +4%
BCWM
660
Bartlett & Co Wealth Management
Ohio
$459K -$34.1K -457 -7%
AOI
661
Auto-Owners Insurance
Michigan
$458K – – –
MAG
662
Meadowbrook Advisors Group
New Jersey
$453K +$472K +6,325 New
BHC
663
Bull Harbor Capital
Maryland
$452K +$472K +6,313 New
AFP
664
Ausdal Financial Partners
Iowa
$450K +$448 +6 +0.1%
WFI
665
West Family Investments
California
$449K +$468K +6,264 New
LCWP
666
Legacy Capital Wealth Partners
Arkansas
$447K +$467K +6,247 New
WC
667
Westhampton Capital
North Carolina
$445K – – –
MWA
668
Medallion Wealth Advisors
Connecticut
$445K -$50.2K -672 -10%
RWM
669
Ritholtz Wealth Management
New York
$445K +$156K +2,089 +51%
FSAG
670
Financial Solutions Advisory Group
Illinois
$444K +$460K +6,163 New
EAM
671
Eventide Asset Management
Massachusetts
$443K +$63.6K +852 +16%
WR
672
WD Rutherford
Oregon
$440K -$1.18M -15,823 -72%
SBFM
673
S-Bank Fund Management
Finland
$439K +$458K +6,134 New
MWM
674
Mission Wealth Management
California
$435K +$454K +6,075 New
MIC
675
Means Investment Company
Maine
$435K -$5.15K -69 -1%
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