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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
IC
451
Inverness Counsel
New York
$857K +$82.7K +1,131 +9%
DY
452
Dowling & Yahnke
California
$853K -$20.8K -284 -2%
Rafferty Asset Management
453
Rafferty Asset Management
New York
$852K +$977K +13,357 New
AAS
454
Avantax Advisory Services
Texas
$848K +$306K +4,183 +46%
FHB
455
First Hawaiian Bank
Hawaii
$842K – – –
IIM
456
Ironwood Investment Management
Massachusetts
$841K -$12.8K -175 -1%
NSEDCP
457
NJ State Employees Deferred Compensation Plan
New Jersey
$829K – – –
BC
458
Burney Company
Virginia
$828K -$73.2K -1,001 -7%
RC
459
RegentAtlantic Capital
New Jersey
$826K +$9.44K +129 +1%
DADC
460
D.A. Davidson & Co
Montana
$807K -$32.7K -447 -3%
Bessemer Group
461
Bessemer Group
New Jersey
$805K +$301K +4,112 +48%
TCOT
462
Trust Company of Toledo
Ohio
$794K -$22.8K -312 -2%
CA
463
Cetera Advisors
Colorado
$784K -$9.66K -132 -1%
RJT
464
Raymond James Trust
Florida
$782K -$33.4K -456 -4%
NRS
465
Neville Rodie & Shaw
New York
$774K -$29.5K -403 -3%
NIMI
466
Natixis Investment Managers International
France
$760K +$49.7K +680 +6%
SW
467
SVB Wealth
Massachusetts
$744K +$210K +2,870 +33%
VHAM
468
Van Hulzen Asset Management
California
$743K – – –
William Blair & Company
469
William Blair & Company
Illinois
$742K +$111K +1,521 +15%
MHIC
470
Marble Harbor Investment Counsel
Massachusetts
$739K -$7.9K -108 -0.9%
PHK
471
Point72 Hong Kong
Hong Kong
$716K +$822K +11,229 New
OIA
472
OneDigital Investment Advisors
Kansas
$713K -$1.98K -27 -0.2%
API
473
Advisor Partners II
California
$712K +$817K +11,162 New
PWP
474
Principle Wealth Partners
Connecticut
$708K -$3.66K -50 -0.4%
BG
475
Bollard Group
Massachusetts
$706K -$5.93K -81 -0.7%