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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
526
Thompson Siegel & Walmsley
Virginia
$632K +$639K +8,000 +3,846%
AUB
527
Atlantic Union Bankshares
Virginia
$631K -$44.9K -562 -6%
MS
528
Maven Securities
Jersey
$629K +$654K +8,177 New
CFMC
529
Curbstone Financial Management Corp
New Hampshire
$625K
TPWA
530
TRUE Private Wealth Advisors
Oregon
$622K -$67.5K -845 -9%
EM
531
ELCO Management
New York
$619K
GIA
532
GHP Investment Advisors
Colorado
$619K +$643K +8,049 New
FNFDCM
533
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$618K -$4.4K -55 -0.7%
SNBOSD
534
Security National Bank of So Dak
Iowa
$618K +$19.6K +245 +3%
PSUF
535
People's United Financial
Connecticut
$614K -$285K -3,569 -31%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$611K -$32.3K -404 -5%
EF
537
Empirical Finance
Pennsylvania
$609K +$72K +901 +13%
MA
538
Montag & Associates
Georgia
$605K -$13.7K -172 -2%
MFG
539
Merit Financial Group
Georgia
$604K -$7.99K -100 -1%
American Century Companies
540
American Century Companies
Missouri
$601K +$49.6K +620 +9%
PA
541
Pinnacle Associates
New York
$599K -$10.9K -137 -2%
SIC
542
Salem Investment Counselors
North Carolina
$599K +$1.68K +21 +0.3%
BAS
543
Brown Advisory Securities
Maryland
$598K -$77.8K -974 -11%
WDA
544
Wendell David Associates
New Hampshire
$583K -$68.9K -862 -10%
PTCG
545
Pring Turner Capital Group
California
$583K +$360K +4,500 +146%
GL
546
Graypoint LLC
New York
$576K -$50.5K -632 -8%
SFFS
547
Stonehage Fleming Financial Services
Jersey
$576K
BRWA
548
B. Riley Wealth Advisors
Florida
$575K -$41.9K -524 -7%
CI
549
Cigna Investments
Connecticut
$570K -$170K -2,129 -22%
ARMT
550
Amica Retiree Medical Trust
Rhode Island
$566K -$477K -5,966 -45%