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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
651
Carroll Financial Associates
North Carolina
$372K -$24.8K -405 -6%
ECM
652
Estabrook Capital Management
New York
$368K -$37.4K -611 -9%
EWA
653
Exencial Wealth Advisors
Oklahoma
$368K +$22.1K +362 +7%
WIA
654
Wealthstreet Investment Advisors
Texas
$365K -$47.6K -778 -12%
SP
655
Symmetry Partners
Connecticut
$364K +$357K +5,839 New
CCM
656
Covington Capital Management
California
$359K -$39.6K -647 -10%
FCI
657
Financial Counselors Inc
Kansas
$356K -$32.2K -526 -8%
MPWT
658
MassMutual Private Wealth & Trust
Connecticut
$355K -$258K -4,212 -43%
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$355K +$348K +5,683 New
CI
660
Conning Inc
Connecticut
$353K +$4.89K +80 +1%
DHFB
661
Dixon Hubard Feinour & Brown
Virginia
$349K -$18K -294 -5%
CAM
662
Columbia Asset Management
Michigan
$348K -$3.06K -50 -0.9%
FWM
663
Frontier Wealth Management
Missouri
$346K -$67.6K -1,105 -17%
CCP
664
Corient Capital Partners
California
$345K -$11.3K -185 -3%
BTW
665
Boston Trust Walden
Massachusetts
$345K -$9.3K -152 -3%
PA
666
Profund Advisors
Maryland
$345K -$1.83K -30 -0.5%
FHA
667
Flagship Harbor Advisors
Massachusetts
$345K +$28.7K +470 +9%
FFWA
668
FRG Family Wealth Advisors
Washington
$344K -$121K -1,985 -26%
BSA
669
Bull Street Advisors
Georgia
$344K -$20.3K -332 -6%
CT
670
Coastline Trust
Rhode Island
$342K -$8.2K -134 -2%
BS
671
Boenning & Scattergood
Pennsylvania
$338K -$114K -1,870 -26%
FM
672
Foster & Motley
Ohio
$337K -$656K -10,720 -66%
BB
673
Berkshire Bank
Massachusetts
$337K +$330K +5,400 New
OAM
674
Oppenheimer Asset Management
New York
$333K -$37.1K -606 -10%
NWP
675
Northstar Wealth Partners
Connecticut
$331K -$120K -1,967 -27%