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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$363K +$367K +4,168 +1,715%
SFI
702
Siemens Fonds Invest
Germany
$363K +$388K +4,416 New
TAM
703
Tucker Asset Management
Colorado
$362K -$8.97K -102 -2%
VFA
704
Valeo Financial Advisors
Indiana
$362K -$6.77K -77 -2%
SNT
705
Security National Trust
West Virginia
$362K – – –
WJWM
706
Williams Jones Wealth Management
New York
$362K – – –
CAG
707
Csenge Advisory Group
Florida
$361K +$1.05K +12 +0.3%
NAM
708
NTV Asset Management
West Virginia
$360K -$9.41K -107 -2%
CCM
709
Covington Capital Management
California
$357K -$40.9K -465 -10%
FTDI
710
First Trust Direct Indexing
Massachusetts
$354K -$162K -1,847 -30%
SACTSONJ
711
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$354K – – –
DMC
712
Drexel Morgan & Co
Pennsylvania
$353K – – –
MYIA
713
Mount Yale Investment Advisors
Colorado
$350K -$176 -2 -0%
UBV
714
United Bank (Virginia)
Virginia
$350K +$10.7K +122 +3%
Cerity Partners
715
Cerity Partners
New York
$349K +$32.1K +365 +9%
CWM
716
Concentric Wealth Management
California
$348K -$4.4K -50 -1%
LI
717
Lafayette Investments
Maryland
$348K +$139K +1,577 +60%
MAFM
718
Mid Atlantic Financial Management
Pennsylvania
$347K -$18.5K -210 -5%
SWM
719
Shakespeare Wealth Management
Wisconsin
$344K +$2.55K +29 +0.7%
CFA
720
Carroll Financial Associates
North Carolina
$343K -$46.2K -525 -11%
BFO
721
Boston Family Office
Massachusetts
$340K – – –
AP
722
Atwood & Palmer
Missouri
$339K – – –
BWAM
723
Boyd Watterson Asset Management
Ohio
$339K +$108K +1,229 +42%
DWA
724
Douglass Winthrop Advisors
New York
$338K -$16.6K -189 -4%
BCM
725
Bayesian Capital Management
New York
$337K +$361K +4,100 New