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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
826
Benedict Financial Advisors
Georgia
$209K -$298K -4,866 -59%
GWM
827
Geneos Wealth Management
Colorado
$208K -$88.8K -1,452 -30%
IIA
828
ICW Investment Advisors
Arizona
$208K -$20K -327 -9%
NFG
829
Next Financial Group
Texas
$208K +$203K +3,324 New
DBIA
830
Dumont & Blake Investment Advisors
New Jersey
$208K +$203K +3,326 New
ACM
831
Argent Capital Management
Missouri
$208K +$204K +3,330 New
CHAM
832
Clear Harbor Asset Management
Connecticut
$207K -$28.1K -460 -12%
IFAM
833
Institutional & Family Asset Management
Colorado
$207K -$44.5K -727 -18%
RIL
834
Rothschild Investment LLC
Illinois
$207K +$202K +3,310 New
HW
835
Hancock Whitney
Mississippi
$205K -$14.7K -240 -7%
EF
836
Empirical Finance
Pennsylvania
$205K +$201K +3,288 New
AIM
837
Anchor Investment Management
South Carolina
$205K -$82.3K -1,346 -29%
VCM
838
Virtue Capital Management
Tennessee
$204K +$200K +3,268 New
PPSG
839
Princeton Portfolio Strategies Group
New Jersey
$204K +$200K +3,270 New
FTC
840
Farmers Trust Company
Ohio
$204K +$200K +3,274 New
UFG
841
United Fire Group
Iowa
$203K – – –
9WM
842
9258 Wealth Management
Ohio
$203K +$203K +3,321 New
TCOO
843
Trust Company of Oklahoma
Oklahoma
$201K +$197K +3,213 New
S
844
SignatureFD
Georgia
$196K +$29.7K +485 +18%
PG
845
Proffitt & Goodson
Tennessee
$193K -$25.8K -421 -12%
LB
846
Legacy Bridge
Iowa
$188K – – –
FCH
847
Freestone Capital Holdings
Washington
$187K -$61K -998 -25%
PAM
848
Paradigm Asset Management
New York
$187K -$30.6K -500 -14%
BL
849
Bleichroeder LP
New York
$187K – – –
SFM
850
Systematic Financial Management
New Jersey
$187K – – –
32 33
34
35 36