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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
826
ICW Investment Advisors
Arizona
$208K -$20K -327 -9%
NFG
827
Next Financial Group
Texas
$208K +$203K +3,324 New
DBIA
828
Dumont & Blake Investment Advisors
New Jersey
$208K +$203K +3,326 New
ACM
829
Argent Capital Management
Missouri
$208K +$204K +3,330 New
CHAM
830
Clear Harbor Asset Management
Connecticut
$207K -$28.1K -460 -12%
IFAM
831
Institutional & Family Asset Management
Colorado
$207K -$44.5K -727 -18%
RIL
832
Rothschild Investment LLC
Illinois
$207K +$202K +3,310 New
HW
833
Hancock Whitney
Mississippi
$205K -$14.7K -240 -7%
EF
834
Empirical Finance
Pennsylvania
$205K +$201K +3,288 New
AIM
835
Anchor Investment Management
South Carolina
$205K -$82.3K -1,346 -29%
VCM
836
Virtue Capital Management
Tennessee
$204K +$200K +3,268 New
PPSG
837
Princeton Portfolio Strategies Group
New Jersey
$204K +$200K +3,270 New
FTC
838
Farmers Trust Company
Ohio
$204K +$200K +3,274 New
UFG
839
United Fire Group
Iowa
$203K – – –
9WM
840
9258 Wealth Management
Ohio
$203K +$203K +3,321 New
TCOO
841
Trust Company of Oklahoma
Oklahoma
$201K +$197K +3,213 New
S
842
SignatureFD
Georgia
$196K +$29.7K +485 +18%
PG
843
Proffitt & Goodson
Tennessee
$193K -$25.8K -421 -12%
LB
844
Legacy Bridge
Iowa
$188K – – –
FCH
845
Freestone Capital Holdings
Washington
$187K -$61K -998 -25%
PAM
846
Paradigm Asset Management
New York
$187K -$30.6K -500 -14%
BL
847
Bleichroeder LP
New York
$187K – – –
SFM
848
Systematic Financial Management
New Jersey
$187K – – –
SAM
849
S.A. Mason
Michigan
$185K – – –
IA
850
IFP Advisors
Florida
$181K -$8.26K -135 -5%
32 33
34
35 36