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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
726
Triangle Securities Wealth Management
North Carolina
$343K -$441K -5,906 -55%
ISL
727
Ingalls & Snyder LLC
New York
$342K -$28.4K -380 -7%
VFA
728
Voya Financial Advisors
Connecticut
$342K +$350K +4,685 New
VCM
729
Versant Capital Management
Arizona
$340K +$227K +3,040 +178%
MA
730
Montag & Associates
Georgia
$340K – – –
MFIM
731
Mesirow Financial Investment Management
Illinois
$340K -$351K -4,698 -50%
WPC
732
Wedmont Private Capital
Pennsylvania
$340K -$69.7K -933 -17%
RIG
733
RiverFront Investment Group
Virginia
$339K +$354K +4,736 New
VSQM
734
V-Square Quantitative Management
Illinois
$335K +$58.2K +779 +20%
FFA
735
Fortune Financial Advisors
Kansas
$335K +$29.3K +392 +9%
CWP
736
Core Wealth Partners
California
$334K – – –
TRCT
737
Tower Research Capital (TRC)
New York
$333K -$742K -9,938 -68%
MYIA
738
Mount Yale Investment Advisors
Colorado
$329K -$33.1K -443 -9%
QL
739
Quarry LP
New York
$329K +$2.39K +32 +0.7%
PAS
740
Park Avenue Securities
New York
$329K -$81.2K -1,087 -19%
BMO
741
Beck Mack & Oliver
New York
$328K – – –
GC
742
Guggenheim Capital
Illinois
$324K +$46.8K +627 +16%
IAA
743
Independent Advisor Alliance
North Carolina
$323K -$35.6K -477 -10%
FMB
744
Field & Main Bank
Kentucky
$323K -$216K -2,890 -39%
EPW
745
Evolve Private Wealth
California
$323K +$337K +4,510 New
VAS
746
Vestmark Advisory Solutions
Massachusetts
$321K +$34.5K +462 +11%
ERSOT
747
Employees Retirement System of Texas
Texas
$321K -$519K -6,943 -61%
CFO
748
Callan Family Office
Pennsylvania
$320K -$53.8K -720 -14%
PTC
749
Private Trust Company
Ohio
$320K -$776K -10,387 -70%
CWS
750
Cypress Wealth Services
California
$318K +$332K +4,440 New
28 29
30
31 32