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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
626
Parsons Capital Management
Rhode Island
$499K – – –
QWP
627
Quotient Wealth Partners
Texas
$497K +$77.6K +887 +16%
TG
628
TCW Group
California
$495K +$19K +217 +3%
MHIC
629
Marble Harbor Investment Counsel
Massachusetts
$494K -$53.5K -612 -9%
AOI
630
Auto-Owners Insurance
Michigan
$493K – – –
CFMC
631
Curbstone Financial Management Corp
New Hampshire
$492K – – –
BJL
632
Brighton Jones LLC
Washington
$489K +$555K +6,338 New
MAS
633
Meeder Advisory Services
Ohio
$486K +$4.9K +56 +0.9%
SI
634
Stephens Inc
Arkansas
$486K +$95.1K +1,087 +21%
AFP
635
Ausdal Financial Partners
Iowa
$484K +$115K +1,310 +26%
PA
636
Parallel Advisors
California
$483K -$58.5K -669 -10%
TPCW
637
TD Private Client Wealth
New York
$483K -$80.3K -918 -13%
HT
638
Headlands Technologies
Illinois
$482K -$1.49M -17,036 -73%
WC
639
Westhampton Capital
North Carolina
$479K – – –
TWC
640
TD Waterhouse Canada
Ontario, Canada
$479K +$118K +1,348 +28%
Balyasny Asset Management
641
Balyasny Asset Management
Illinois
$478K -$10.8M -123,152 -95%
PIM
642
Penobscot Investment Management
Massachusetts
$475K – – –
WJWM
643
Williams Jones Wealth Management
New York
$475K -$30.6K -350 -5%
MIC
644
Means Investment Company
Maine
$474K – – –
SIA
645
Soltis Investment Advisors
Utah
$473K -$22K -252 -4%
CTC
646
Central Trust Company
Missouri
$472K -$4.38K -50 -0.8%
GT
647
Glenview Trust
Kentucky
$464K -$58.1K -664 -10%
Dodge & Cox
648
Dodge & Cox
California
$463K -$875K -10,000 -62%
UB
649
UMB Bank
Missouri
$463K -$38.6K -441 -7%
PCM
650
Polymer Capital Management
New York
$462K -$1.98M -22,583 -79%