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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
726
Advisory Services Network
Georgia
$390K -$19.5K -218 -5%
OCA
727
OpenArc Corporate Advisory
Georgia
$389K +$398K +4,449 New
EM
728
Excalibur Management
Massachusetts
$387K – – –
TBT
729
Texas Bank & Trust
Texas
$384K – – –
IFG
730
Independent Financial Group
California
$383K +$35.3K +395 +10%
HSA
731
HBK Sorce Advisory
Pennsylvania
$382K -$9.57K -107 -2%
WT
732
Washington Trust
Rhode Island
$382K -$1.07K -12 -0.3%
SACTSONJ
733
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$376K – – –
VIP
734
Viewpoint Investment Partners
Alberta, Canada
$376K +$385K +4,300 New
VSQM
735
V-Square Quantitative Management
Illinois
$375K +$384K +4,297 New
DMC
736
Drexel Morgan & Co
Pennsylvania
$375K – – –
BAM
737
Beaumont Asset Management
Texas
$373K +$382K +4,270 New
HH
738
Hilltop Holdings
Texas
$372K -$18.4K -206 -5%
FPL
739
Fortress Private Ledger
North Carolina
$371K +$93.5K +1,045 +33%
PCM
740
Pointe Capital Management
Michigan
$367K -$11.1K -124 -3%
NP
741
NorthRock Partners
Minnesota
$364K -$568K -6,346 -60%
OIMU
742
Osmosis Investment Management UK
United Kingdom
$363K +$372K +4,159 New
SVWAG
743
Sound View Wealth Advisors Group
Georgia
$362K +$18.8K +210 +5%
SWM
744
Shakespeare Wealth Management
Wisconsin
$362K – – –
JFG
745
Jefferies Financial Group
New York
$361K +$370K +4,131 New
QEI
746
QSV Equity Investors
Illinois
$361K -$15.9K -178 -4%
RSWM
747
Robertson Stephens Wealth Management
California
$360K +$368K +4,117 New
FTWA
748
Fifth Third Wealth Advisors
Ohio
$359K +$5.64K +63 +2%
VCA
749
Verdence Capital Advisors
Maryland
$358K -$179 -2 -0%
GS
750
GTS Securities
Florida
$355K +$364K +4,066 New
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30
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