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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
AE Wealth Management
Kansas
$607K -$15.2K -206 -2%
SI
502
Stephens Inc
Arkansas
$605K +$2.06K +28 +0.3%
Bessemer Group
503
Bessemer Group
New Jersey
$601K +$12.4K +169 +2%
SB
504
Simmons Bank
Arkansas
$593K -$72.8K -989 -11%
EF
505
Empirical Finance
Pennsylvania
$592K +$34.2K +464 +6%
RIM
506
Reynolds Investment Management
South Carolina
$589K -$14.6K -198 -2%
UB
507
UMB Bank
Missouri
$588K -$6.63K -90 -1%
CTC
508
Central Trust Company
Missouri
$586K -$6.11K -83 -1%
WPC
509
Waters Parkerson & Co
Louisiana
$585K
TSW
510
Thompson Siegel & Walmsley
Virginia
$580K
PAS
511
Park Avenue Securities
New York
$580K +$119K +1,619 +25%
TPWA
512
TRUE Private Wealth Advisors
Oregon
$573K -$1.03K -14 -0.2%
AIP
513
Ameritas Investment Partners
Nebraska
$572K -$102K -1,385 -15%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$572K +$69.7K +947 +13%
AUB
515
Atlantic Union Bankshares
Virginia
$570K -$9.87K -134 -2%
SNBOSD
516
Security National Bank of So Dak
Iowa
$560K -$7.73K -105 -1%
MFG
517
Merit Financial Group
Georgia
$560K +$5.6K +76 +1%
PA
518
Parallel Advisors
California
$560K +$57.6K +782 +11%
GAG
519
GM Advisory Group
New York
$554K -$810K -11,000 -58%
BB
520
Busey Bank
Illinois
$554K -$49.9K -678 -8%
WAM
521
Werlinich Asset Management
Connecticut
$553K +$73.7K +1,000 +15%
FNFDCM
522
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$550K -$18.1K -246 -3%
FA
523
FDx Advisors
Illinois
$548K +$33.6K +456 +6%
PFO
524
Pathstone Family Office
New Jersey
$547K +$287K +3,895 +101%
PA
525
Pinnacle Associates
New York
$545K -$5.52K -75 -1%