OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
651
CreativeOne Wealth
Kansas
$460K +$22.6K +270 +5%
BHWM
652
Bar Harbor Wealth Management
New Hampshire
$459K -$36.9K -441 -8%
TWC
653
TD Waterhouse Canada
Ontario, Canada
$456K +$439K +5,247 New
ALAM
654
Asahi Life Asset Management
Japan
$455K +$209K +2,500 +92%
FM
655
Foster & Motley
Ohio
$454K +$2.93K +35 +0.7%
CCT
656
Capital City Trust
Florida
$453K -$31.7K -379 -7%
BSA
657
Bull Street Advisors
Georgia
$453K – – –
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$453K +$13.3K +159 +3%
JWCA
659
J.W. Cole Advisors
Florida
$450K -$237K -2,826 -35%
EWM
660
Empirical Wealth Management
Washington
$449K -$11.7K -140 -3%
WSTAM
661
Wilbanks Smith & Thomas Asset Management
Virginia
$449K – – –
GT
662
Greenleaf Trust
Michigan
$449K +$26.5K +316 +7%
FG
663
Fiduciary Group
Georgia
$447K -$18.3K -219 -4%
CCB
664
Cutter & Co Brokerage
Missouri
$443K +$26.4K +315 +7%
PHK
665
Point72 Hong Kong
Hong Kong
$442K -$2.49M -29,694 -85%
BHIC
666
Bassett Hargrove Investment Counsel
Delaware
$441K -$2.09K -25 -0.5%
WS
667
Wedbush Securities
California
$436K -$14.6K -174 -3%
GFA
668
Gifford Fong Associates
California
$435K – – –
CTA
669
Colonial Trust Advisors
South Carolina
$433K – – –
BFM
670
Boston Financial Management
Massachusetts
$432K -$5.61K -67 -1%
CW
671
Connectus Wealth
Ohio
$430K +$413K +4,934 New
BOTW
672
Bank of the West
California
$429K – – –
MPPW
673
Mitchell & Pahl Private Wealth
Oklahoma
$427K -$7.12K -85 -2%
SP
674
Symmetry Partners
Connecticut
$426K – – –
LS
675
Livforsakringsbolaget Skandia
Sweden
$423K – – –
25 26
27
28 29