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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
651
J.W. Cole Advisors
Florida
$390K -$8.63K -108 -2%
WT
652
Washington Trust
Rhode Island
$388K -$58.4K -731 -13%
BHIC
653
Bassett Hargrove Investment Counsel
Delaware
$387K -$3.6K -45 -0.9%
ANI
654
American National Insurance
Texas
$385K -$96.8K -1,211 -19%
GFA
655
Gifford Fong Associates
California
$385K
MSR
656
Main Street Research
Connecticut
$384K -$29.2M -364,853 -99%
PA
657
Profund Advisors
Maryland
$384K -$72.3K -904 -15%
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$381K -$24.5K -307 -6%
EWA
659
Exencial Wealth Advisors
Oklahoma
$377K -$55.1K -690 -12%
BST
660
Bath Savings Trust
Maine
$377K -$32K -400 -8%
SP
661
Symmetry Partners
Connecticut
$376K
LS
662
Livforsakringsbolaget Skandia
Sweden
$374K
Loomis, Sayles & Company
663
Loomis, Sayles & Company
Massachusetts
$373K +$221K +2,769 +133%
MFW
664
Meristem Family Wealth
Minnesota
$372K -$92.5K -1,157 -19%
1SB
665
1ST Source Bank
Indiana
$371K +$3.28K +41 +0.9%
MP
666
McDonald Partners
Ohio
$371K +$385K +4,823 New
ASN
667
Advisory Services Network
Georgia
$370K +$1.12K +14 +0.3%
FMWA
668
Forvis Mazars Wealth Advisors
Missouri
$368K -$3.84K -48 -1%
MYIA
669
Mount Yale Investment Advisors
Colorado
$368K +$40.2K +503 +12%
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$365K
EI
671
Ellevest Inc
New York
$364K +$57.5K +720 +18%
HWM
672
HB Wealth Management
Georgia
$364K +$378K +4,735 New
BL
673
Balentine LLC
Georgia
$363K +$377K +4,722 New
PI
674
PEAK6 Investments
Illinois
$360K +$374K +4,674 New
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$359K -$6.63K -83 -2%