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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
526
Wendell David Associates
New Hampshire
$735K -$41.9K -500 -6%
WPC
527
Waters Parkerson & Co
Louisiana
$726K -$547K -6,534 -44%
VAS
528
Vestmark Advisory Solutions
Massachusetts
$726K +$25.7K +307 +4%
CFMC
529
Curbstone Financial Management Corp
New Hampshire
$708K +$25.1K +300 +4%
GL
530
Graypoint LLC
New York
$707K -$52.8K -631 -7%
LOAMS
531
Lombard Odier Asset Management (Switzerland)
Switzerland
$706K +$678K +8,103 New
FNFDCM
532
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$704K -$50.2K -600 -7%
Bessemer Group
533
Bessemer Group
New Jersey
$704K +$23.4K +280 +4%
VIA
534
Vident Investment Advisory
Georgia
$703K -$4.02K -48 -0.6%
MA
535
Montag & Associates
Georgia
$700K -$22.5K -269 -3%
EM
536
ELCO Management
New York
$700K -$1.59K -19 -0.2%
BIM
537
Baldwin Investment Management
Pennsylvania
$699K – – –
BRWA
538
B. Riley Wealth Advisors
Florida
$696K -$44.2K -528 -6%
AAS
539
Avantax Advisory Services
Texas
$696K +$31.3K +374 +5%
MFG
540
Merit Financial Group
Georgia
$692K -$7.12K -85 -1%
HFBOT
541
Home Federal Bank of Tennessee
Tennessee
$692K +$8.79K +105 +1%
FHA
542
Flagship Harbor Advisors
Massachusetts
$692K +$167K +1,990 +33%
PA
543
Pinnacle Associates
New York
$690K +$126K +1,504 +23%
SWP
544
Stratos Wealth Partners
Ohio
$685K +$8.29K +99 +1%
VCA
545
Verdence Capital Advisors
Maryland
$685K +$129K +1,536 +24%
SNBOSD
546
Security National Bank of So Dak
Iowa
$678K +$8.79K +105 +1%
AWM
547
AE Wealth Management
Kansas
$677K -$177K -2,120 -21%
SIC
548
Salem Investment Counselors
North Carolina
$675K -$241K -2,877 -27%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$671K +$645K +7,705 New
TBA
550
Tower Bridge Advisors
Pennsylvania
$663K -$30.5K -364 -5%