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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
551
Segall Bryant & Hamill
Illinois
$607K -$42.2K -646 -7%
IC
552
IEQ Capital
California
$606K +$578K +8,848 New
SFSG
553
Sound Financial Strategies Group
Mississippi
$602K +$575K +8,799 New
PCTC
554
Perkins Coie Trust Company
Washington
$601K +$52.4K +801 +10%
PTC
555
Philadelphia Trust Company
Pennsylvania
$600K +$184K +2,815 +47%
AF
556
Advisornet Financial
Minnesota
$591K +$20.5K +314 +4%
CIA
557
Choate Investment Advisors
Massachusetts
$586K -$44.8K -686 -7%
JIC
558
Johnson Investment Counsel
Ohio
$584K -$169K -2,590 -23%
PP
559
Patten & Patten
Tennessee
$581K -$51.4K -787 -8%
BS
560
Banco Santander
Spain
$580K -$582K -8,907 -51%
ASN
561
Advisory Services Network
Georgia
$580K -$11.3K -173 -2%
WT
562
Washington Trust
Rhode Island
$580K +$6.6K +101 +1%
CFMC
563
Curbstone Financial Management Corp
New Hampshire
$575K -$14.6K -224 -3%
UR
564
USCA RIA
Texas
$575K -$2.35K -36 -0.4%
Acadian Asset Management
565
Acadian Asset Management
Massachusetts
$574K -$906K -13,864 -62%
BRWA
566
B. Riley Wealth Advisors
Florida
$573K +$206K +3,145 +60%
MA
567
Montag & Associates
Georgia
$572K -$7.52K -115 -1%
SWP
568
Stratos Wealth Partners
Ohio
$563K -$86.2K -1,318 -14%
WDA
569
Wendell David Associates
New Hampshire
$562K -$96.1K -1,470 -15%
SC
570
SouthState Corp
Florida
$562K -$59.6K -911 -10%
HFBOT
571
Home Federal Bank of Tennessee
Tennessee
$561K +$110K +1,676 +26%
LIA
572
LS Investment Advisors
Michigan
$560K -$6.36M -97,268 -92%
MFG
573
Merit Financial Group
Georgia
$554K – – –
SFFS
574
Stonehage Fleming Financial Services
Jersey
$554K – – –
BAS
575
Brown Advisory Securities
Maryland
$547K -$54.9K -840 -10%