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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
476
William Blair & Company
Illinois
$714K -$173K -2,350 -19%
VCA
477
Verdence Capital Advisors
Maryland
$712K +$108K +1,463 +17%
NA
478
NewEdge Advisors
Louisiana
$711K +$740K +10,051 New
TPCW
479
TD Private Client Wealth
New York
$707K +$17.8K +241 +2%
CIC
480
Canal Insurance Company
South Carolina
$707K – – –
JIC
481
Johnson Investment Counsel
Ohio
$705K +$91.3K +1,240 +14%
VVP
482
Venture Visionary Partners
Ohio
$699K -$3.83K -52 -0.5%
FFA
483
First Foundation Advisors
California
$698K -$141K -1,916 -16%
GI
484
GAMCO Investors
Connecticut
$695K -$350K -4,750 -33%
MNBTD
485
Moody National Bank Trust Division
Texas
$690K -$75.8K -1,029 -10%
FNBT
486
FineMark National Bank & Trust
Florida
$672K +$5.6K +76 +0.8%
FI
487
Fractal Investments
Connecticut
$664K – – –
WJWM
488
Williams Jones Wealth Management
New York
$663K +$159K +2,163 +30%
ATC
489
Argent Trust Co
Tennessee
$653K -$3.31K -45 -0.5%
BIM
490
Bridges Investment Management
Nebraska
$646K -$1.77K -24 -0.3%
GT
491
Glenview Trust
Kentucky
$645K -$12.6K -171 -2%
AAS
492
Avantax Advisory Services
Texas
$644K +$12K +163 +2%
CFMC
493
Curbstone Financial Management Corp
New Hampshire
$634K +$62K +842 +10%
PTC
494
Philadelphia Trust Company
Pennsylvania
$632K -$123K -1,675 -16%
PCTC
495
Perkins Coie Trust Company
Washington
$631K -$48.2K -654 -7%
EAM
496
Empirical Asset Management
Massachusetts
$630K +$444K +6,024 +208%
GAAM
497
Guinness Atkinson Asset Management
California
$627K – – –
BAMF
498
BI Asset Management Fondsmaeglerselskab
Denmark
$626K +$35.3K +479 +6%
FMB
499
Field & Main Bank
Kentucky
$623K +$32.6K +443 +5%
DBIA
500
Dumont & Blake Investment Advisors
New Jersey
$622K +$7.81K +106 +1%