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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Philadelphia Trust Company
Pennsylvania
$600K +$184K +2,815 +47%
AF
552
Advisornet Financial
Minnesota
$591K +$20.5K +314 +4%
CIA
553
Choate Investment Advisors
Massachusetts
$586K -$44.8K -686 -7%
JIC
554
Johnson Investment Counsel
Ohio
$584K -$169K -2,590 -23%
PP
555
Patten & Patten
Tennessee
$581K -$51.4K -787 -8%
BS
556
Banco Santander
Spain
$580K -$582K -8,907 -51%
ASN
557
Advisory Services Network
Georgia
$580K -$11.3K -173 -2%
WT
558
Washington Trust
Rhode Island
$580K +$6.6K +101 +1%
CFMC
559
Curbstone Financial Management Corp
New Hampshire
$575K -$14.6K -224 -3%
UR
560
USCA RIA
Texas
$575K -$2.35K -36 -0.4%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$574K -$906K -13,864 -62%
BRWA
562
B. Riley Wealth Advisors
Florida
$573K +$206K +3,145 +60%
MA
563
Montag & Associates
Georgia
$572K -$7.52K -115 -1%
SWP
564
Stratos Wealth Partners
Ohio
$563K -$86.2K -1,318 -14%
WDA
565
Wendell David Associates
New Hampshire
$562K -$96.1K -1,470 -15%
SC
566
SouthState Corp
Florida
$562K -$59.6K -911 -10%
HFBOT
567
Home Federal Bank of Tennessee
Tennessee
$561K +$110K +1,676 +26%
LIA
568
LS Investment Advisors
Michigan
$560K -$6.36M -97,268 -92%
MFG
569
Merit Financial Group
Georgia
$554K
SFFS
570
Stonehage Fleming Financial Services
Jersey
$554K
BAS
571
Brown Advisory Securities
Maryland
$547K -$54.9K -840 -10%
CAM
572
Cresset Asset Management
Illinois
$544K -$4.18M -63,959 -89%
CIBC World Market
573
CIBC World Market
Ontario, Canada
$543K +$24.7K +378 +5%
TBA
574
Tower Bridge Advisors
Pennsylvania
$542K -$109K -1,673 -17%
WCM
575
Weld Capital Management
New York
$541K +$190K +2,902 +58%