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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
726
Versant Capital Management
Arizona
$340K +$227K +3,040 +178%
MA
727
Montag & Associates
Georgia
$340K – – –
MFIM
728
Mesirow Financial Investment Management
Illinois
$340K -$351K -4,698 -50%
WPC
729
Wedmont Private Capital
Pennsylvania
$340K -$69.7K -933 -17%
RIG
730
RiverFront Investment Group
Virginia
$339K +$354K +4,736 New
VSQM
731
V-Square Quantitative Management
Illinois
$335K +$58.2K +779 +20%
FFA
732
Fortune Financial Advisors
Kansas
$335K +$29.3K +392 +9%
CWP
733
Core Wealth Partners
California
$334K – – –
TRCT
734
Tower Research Capital (TRC)
New York
$333K -$742K -9,938 -68%
MYIA
735
Mount Yale Investment Advisors
Colorado
$329K -$33.1K -443 -9%
QL
736
Quarry LP
New York
$329K +$2.39K +32 +0.7%
PAS
737
Park Avenue Securities
New York
$329K -$81.2K -1,087 -19%
BMO
738
Beck Mack & Oliver
New York
$328K – – –
GC
739
Guggenheim Capital
Illinois
$324K +$46.8K +627 +16%
IAA
740
Independent Advisor Alliance
North Carolina
$323K -$35.6K -477 -10%
FMB
741
Field & Main Bank
Kentucky
$323K -$216K -2,890 -39%
EPW
742
Evolve Private Wealth
California
$323K +$337K +4,510 New
VAS
743
Vestmark Advisory Solutions
Massachusetts
$321K +$34.5K +462 +11%
ERSOT
744
Employees Retirement System of Texas
Texas
$321K -$519K -6,943 -61%
CFO
745
Callan Family Office
Pennsylvania
$320K -$53.8K -720 -14%
PTC
746
Private Trust Company
Ohio
$320K -$776K -10,387 -70%
CWS
747
Cypress Wealth Services
California
$318K +$332K +4,440 New
WT
748
Washington Trust
Rhode Island
$317K +$8.07K +108 +2%
VA
749
VestGen Advisors
Illinois
$317K +$91.2K +1,221 +38%
BWP
750
Burling Wealth Partners
Illinois
$317K -$21.1K -282 -6%
28 29
30
31 32