We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
501
Home Federal Bank of Tennessee
Tennessee
$790K -$16.9K -200 -2%
GT
502
Glenview Trust
Kentucky
$787K -$19.4K -230 -3%
SNBOSD
503
Security National Bank of So Dak
Iowa
$784K +$742K +8,806 New
VAS
504
Vestmark Advisory Solutions
Massachusetts
$769K +$189K +2,249 +35%
WJWM
505
Williams Jones Wealth Management
New York
$760K -$67.7K -804 -9%
SIA
506
Sit Investment Associates
Minnesota
$757K – – –
CANY
507
Caxton Associates (New York)
New York
$757K – – –
FMB
508
Field & Main Bank
Kentucky
$751K -$17.4K -207 -2%
MNBTD
509
Moody National Bank Trust Division
Texas
$749K +$6.91K +82 +1%
TCM
510
Teza Capital Management
Illinois
$746K -$1.81M -21,536 -72%
TGAM
511
TBH Global Asset Management
Tennessee
$743K -$702K -8,337 -50%
PAM
512
Panagora Asset Management
Massachusetts
$734K -$8.93K -106 -1%
TPCW
513
TD Private Client Wealth
New York
$728K +$9.69K +115 +1%
MHIC
514
Marble Harbor Investment Counsel
Massachusetts
$718K – – –
DBIA
515
Dumont & Blake Investment Advisors
New Jersey
$718K -$5.81K -69 -0.8%
PP
516
Paloma Partners
Connecticut
$714K +$675K +8,016 New
RBC
517
Romano Brothers & Co
Illinois
$713K -$16.9K -200 -2%
CTC
518
Central Trust Company
Missouri
$710K -$16.4K -195 -2%
NIMI
519
Natixis Investment Managers International
France
$705K -$236K -2,805 -26%
MWM
520
Modera Wealth Management
New Jersey
$691K +$654K +7,768 New
BIM
521
Baldwin Investment Management
Pennsylvania
$691K +$42.1K +500 +7%
CFG
522
Cooper Financial Group
California
$675K +$55.5K +659 +10%
KPWS
523
Kestra Private Wealth Services
Texas
$675K +$17.6K +209 +3%
PTCG
524
Pring Turner Capital Group
California
$674K – – –
CWP
525
Curated Wealth Partners
California
$667K – – –
19 20
21
22 23