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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ILI
676
Invesco LLC (Illinois)
Illinois
$332K -$10K -117 -3%
AF
677
Allworth Financial
California
$330K +$33.2K +388 +10%
FFA
678
Fortune Financial Advisors
Kansas
$330K +$770 +9 +0.2%
FG
679
Fiduciary Group
Georgia
$329K – – –
FWTB
680
First Western Trust Bank
Colorado
$328K -$14.7K -172 -4%
FFA
681
First Foundation Advisors
California
$328K +$350K +4,087 New
TCPWM
682
Traverso Chambers Private Wealth Management
California
$328K – – –
GS
683
GTS Securities
Florida
$327K +$152K +1,782 +78%
FLPIM
684
F.L. Putnam Investment Management
Massachusetts
$326K -$17.7K -207 -5%
PL
685
Perpetual Ltd
Australia
$326K – – –
HSA
686
HBK Sorce Advisory
Pennsylvania
$326K -$10.8K -126 -3%
AP
687
Atwood & Palmer
Missouri
$323K – – –
QT
688
Quantbot Technologies
New York
$320K +$341K +3,986 New
AWM
689
Aberdeen Wealth Management
Illinois
$319K – – –
GFS
690
GYL Financial Synergies
Connecticut
$316K +$2.14K +25 +0.6%
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$315K +$2.74K +32 +0.8%
LNC
692
Lincoln National Corp
Pennsylvania
$314K -$51.1K -597 -13%
CI
693
CX Institutional
Indiana
$314K -$46.5K -544 -12%
WPW
694
Waldron Private Wealth
Pennsylvania
$311K -$58.2K -680 -15%
Capstone Investment Advisors
695
Capstone Investment Advisors
New York
$310K +$72.4K +847 +28%
NW
696
NewEdge Wealth
Pennsylvania
$310K +$31.1K +364 +10%
CCT
697
Chemung Canal Trust
New York
$309K -$7.01K -82 -2%
PP
698
Patten & Patten
Tennessee
$309K – – –
SYBT
699
Stock Yards Bank & Trust
Kentucky
$304K +$7.18K +84 +2%
CC
700
Courier Capital
New York
$302K -$2.14K -25 -0.7%