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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
701
American Century Companies
Missouri
$374K +$72.3K +939 +26%
SWM
702
Shakespeare Wealth Management
Wisconsin
$373K – – –
BMO
703
Beck Mack & Oliver
New York
$373K +$847 +11 +0.2%
HCM
704
Hutchinson Capital Management
California
$371K -$1.08K -14 -0.3%
OL
705
Optas LLC
Texas
$370K +$1.62K +21 +0.5%
CI
706
Conning Inc
Connecticut
$368K -$36.9K -480 -10%
VFA
707
Valeo Financial Advisors
Indiana
$366K -$16.5K -214 -5%
MPIA
708
Mountain Pacific Investment Advisers
Idaho
$366K – – –
NAM
709
NTV Asset Management
West Virginia
$366K +$154 +2 +0%
ANRIA
710
American National Registered Investment Advisor
Texas
$365K -$3.54K -46 -1%
FAG
711
Financial Advisory Group
Texas
$365K – – –
FAIM
712
Financial Advocates Investment Management
Washington
$365K +$290K +3,773 +90%
SIM
713
Sentry Investment Management
Wisconsin
$364K – – –
MAFM
714
Mid Atlantic Financial Management
Pennsylvania
$363K +$5K +65 +1%
SNT
715
Security National Trust
West Virginia
$362K -$17.4K -226 -5%
SDIC
716
South Dakota Investment Council
South Dakota
$359K -$192K -2,500 -36%
WJWM
717
Williams Jones Wealth Management
New York
$359K -$19.6K -255 -5%
CAG
718
Csenge Advisory Group
Florida
$359K -$5.62K -73 -2%
SACTSONJ
719
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$352K – – –
DMC
720
Drexel Morgan & Co
Pennsylvania
$351K – – –
NNP
721
Nachman Norwood & Parrott
South Carolina
$351K +$77 +1 +0%
DWA
722
Douglass Winthrop Advisors
New York
$351K +$35.9K +466 +12%
CWM
723
Concentric Wealth Management
California
$350K -$7.7K -100 -2%
MYIA
724
Mount Yale Investment Advisors
Colorado
$348K +$6.54K +85 +2%
CPA
725
Court Place Advisors
Maryland
$346K -$4.31K -56 -1%