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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Compass Wealth Management
Connecticut
$895K – – –
NA
502
NewEdge Advisors
Louisiana
$894K +$51.5K +514 +6%
BHIA
503
Birch Hill Investment Advisors
Massachusetts
$891K -$16.2K -162 -2%
O
504
Ossiam
France
$880K +$876K +8,731 +1,138%
IAS
505
IMA Advisory Services
Colorado
$874K -$13.7K -137 -1%
A
506
AlphaQuest
New York
$865K +$316K +3,151 +51%
BFG
507
Bleakley Financial Group
New Jersey
$864K +$142K +1,413 +18%
BBVA
508
Banco Bilbao Vizcaya Argentaria
Spain
$856K -$10.9M -108,334 -92%
HFBOT
509
Home Federal Bank of Tennessee
Tennessee
$855K -$10K -100 -1%
BFM
510
Boothbay Fund Management
New York
$854K +$925K +9,224 New
SFA
511
Sequoia Financial Advisors
Ohio
$854K -$222K -2,209 -19%
CG
512
Caprock Group
Idaho
$852K +$455K +4,534 +97%
KPWS
513
Kestra Private Wealth Services
Texas
$847K +$8.42K +84 +0.9%
SAM
514
Shell Asset Management
Netherlands
$846K -$30.5K -304 -3%
VIM
515
Vinva Investment Management
Australia
$839K -$365K -3,639 -29%
HP
516
Holowesko Partners
Bahamas
$833K – – –
VSQM
517
V-Square Quantitative Management
Illinois
$833K +$123K +1,224 +16%
JIC
518
Johnson Investment Counsel
Ohio
$827K +$142K +1,414 +19%
DILIC
519
Dai-ichi Life Insurance Company
Japan
$827K +$501K +5,000 +127%
SIC
520
Salem Investment Counselors
North Carolina
$827K -$26.5K -264 -3%
DTL
521
Dynamic Technology Lab
Singapore
$824K +$892K +8,900 New
Jones Financial Companies
522
Jones Financial Companies
Missouri
$824K +$359K +3,580 +67%
FMB
523
Field & Main Bank
Kentucky
$822K -$1.1K -11 -0.1%
XT
524
XTX Topco
Cayman Islands
$819K -$910K -9,073 -51%
MAS
525
Meeder Advisory Services
Ohio
$818K +$57.1K +569 +7%