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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Burney Company
Virginia
$954K -$58.2K -788 -6%
NRS
452
Neville Rodie & Shaw
New York
$950K
DADC
453
D.A. Davidson & Co
Montana
$939K -$48.7K -659 -5%
NIMI
454
Natixis Investment Managers International
France
$933K
FHB
455
First Hawaiian Bank
Hawaii
$932K -$95.2K -1,289 -10%
API
456
Advisor Partners II
California
$922K +$44.9K +608 +5%
NA
457
Nordwand Advisors
Pennsylvania
$920K +$868K +11,751 New
BCM
458
Bayesian Capital Management
New York
$916K +$864K +11,700 New
CWM
459
Compass Wealth Management
Connecticut
$902K +$851K +11,520 New
VHAM
460
Van Hulzen Asset Management
California
$901K -$11.1K -150 -1%
William Blair & Company
461
William Blair & Company
Illinois
$889K -$20K -271 -2%
RJT
462
Raymond James Trust
Florida
$885K -$71.1K -963 -8%
TG
463
TCW Group
California
$878K +$828K +11,210 New
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$876K +$37.2K +504 +5%
SFG
465
Sather Financial Group
Texas
$873K +$824K +11,154 New
BG
466
Bollard Group
Massachusetts
$867K +$369 +5 +0%
OIA
467
OneDigital Investment Advisors
Kansas
$865K -$9.6K -130 -1%
IAS
468
IMA Advisory Services
Colorado
$862K +$42K +569 +5%
EF
469
Empirical Finance
Pennsylvania
$858K +$64.4K +872 +9%
MHIC
470
Marble Harbor Investment Counsel
Massachusetts
$848K -$55.4K -750 -6%
Bessemer Group
471
Bessemer Group
New Jersey
$838K -$140K -1,899 -15%
PAS
472
Park Avenue Securities
New York
$838K +$32.2K +436 +4%
SW
473
SVB Wealth
Massachusetts
$833K -$75.2K -1,019 -9%
PWP
474
Principle Wealth Partners
Connecticut
$833K -$33.2K -450 -4%
WG
475
Winton Group
United Kingdom
$818K +$260K +3,521 +51%