Merit Financial Group, LLC

Position in OTTR — Otter Tail Corp

CIK 1621225 ALPHARETTA, GA

Position in OTTR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$213,518

New position

Shares Held

2,373

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#247

of 358 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Merit Financial Group, LLC holds $11,635,250 across 5 Conglomerates names. OTTR ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	28,159	$6,304,796
2	MMM	3M Co	26,749	$4,330,927
3	VMI	Valmont Industries Inc	1,241	$716,800
4	OTTR	Otter Tail Corp This page	2,373	$213,518
5	FIP	FTAI Infrastructure Inc.	14,916	$69,209

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,518	2,373	—	Shares	Other	2026-07-20
No filing history on record for this holder in this stock.