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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
401
Zurich Insurance Group
Switzerland
$1.81M +$1.68M +18,200 New
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$1.79M +$811K +8,779 +95%
EWM
403
Empirical Wealth Management
Washington
$1.78M +$251K +2,711 +18%
PP
404
Prudential plc
United Kingdom
$1.77M +$68.4K +740 +4%
DP
405
Dearborn Partners
Illinois
$1.75M -$2.87K -31 -0.2%
IRAG
406
Investment Research & Advisory Group
Georgia
$1.75M +$1.63M +17,649 New
BPA
407
Beacon Pointe Advisors
California
$1.72M +$39.6K +429 +3%
EGM
408
Engineers Gate Manager
New York
$1.71M +$275K +2,979 +21%
EFS
409
Essex Financial Services
Connecticut
$1.68M -$20.5K -222 -1%
NB
410
NBT Bank
New York
$1.68M -$37.9K -410 -2%
CANY
411
Caxton Associates (New York)
New York
$1.66M +$1.55M +16,728 New
EOJOAM
412
E. Ohman J:or Asset Management
Sweden
$1.66M +$102K +1,100 +7%
PWM
413
Perigon Wealth Management
California
$1.65M +$15.7K +170 +1%
MLICM
414
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M -$28.1K -304 -2%
ANBT
415
American National Bank & Trust
Texas
$1.62M -$237K -2,562 -14%
DTL
416
Dynamic Technology Lab
Singapore
$1.61M -$1.16M -12,579 -44%
SFG
417
Snider Financial Group
Washington
$1.6M +$55.5K +600 +4%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$181K +1,955 +14%
TCM
419
Tufton Capital Management
Maryland
$1.59M -$311K -3,362 -17%
SIRP
420
Shelter Insurance Retirement Plan
Missouri
$1.59M – – –
VIM
421
Vinva Investment Management
Australia
$1.56M +$274K +2,964 +23%
TCOV
422
Trust Company of Vermont
Vermont
$1.55M +$257K +2,786 +22%
SLAM
423
Swiss Life Asset Management
$1.51M -$5.45M -58,946 -80%
EF
424
Empirical Finance
Pennsylvania
$1.49M +$45.8K +495 +3%
AMCA
425
Arthur M. Cohen & Associates
Illinois
$1.49M – – –