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Otis Worldwide

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