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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
601
Wilmington Savings Fund Society
Delaware
$477K -$20.3K -254 -4%
MIC
602
Means Investment Company
Maine
$476K – – –
TTWM
603
TCV Trust & Wealth Management
Virginia
$474K -$55.9K -700 -10%
SNBOSCI
604
Security National Bank of Sioux City Iowa
Iowa
$474K -$17.7K -222 -3%
PCG
605
Private Capital Group
Connecticut
$474K +$115K +1,441 +31%
QT
606
Quantbot Technologies
New York
$474K +$493K +6,169 New
Cerity Partners
607
Cerity Partners
New York
$473K +$42.5K +532 +10%
MA
608
Mutual Advisors
Nebraska
$472K +$14.5K +182 +3%
LI
609
Lafayette Investments
Maryland
$469K +$6.87K +86 +1%
SFG
610
Sovereign Financial Group
Connecticut
$468K +$125K +1,565 +35%
LRPA
611
L. Roy Papp & Associates
Arizona
$466K -$5.91K -74 -1%
BFA
612
Bragg Financial Advisors
North Carolina
$465K -$67.2K -841 -12%
CT
613
Cambridge Trust
Massachusetts
$462K -$47.5K -594 -9%
MM
614
Meridian Management
Arkansas
$462K – – –
GPA
615
Garrison Point Advisors
California
$460K – – –
KWM
616
Kingsview Wealth Management
Oregon
$460K -$39.6K -495 -8%
MPW
617
Monterey Private Wealth
California
$450K +$93.6K +1,171 +25%
BTW
618
Boston Trust Walden
Massachusetts
$448K – – –
YWP
619
YorkBridge Wealth Partners
New York
$446K -$7.11K -89 -2%
EM
620
Excalibur Management
Massachusetts
$445K -$2.08K -26 -0.4%
HIIFS
621
Harel Insurance Investments & Financial Services
Israel
$438K -$63.9K -800 -12%
MFA
622
Mayflower Financial Advisors
Massachusetts
$436K -$372K -4,652 -45%
CHC
623
City Holding Co
West Virginia
$436K -$26.9K -336 -6%
SBH
624
Segall Bryant & Hamill
Illinois
$435K -$25.8K -323 -5%
SJL
625
Shayne & Jacobs LLC
Tennessee
$435K – – –