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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
701
Clarius Group LLC
Washington
$275K +$40.7K +552 +17%
GFS
702
GYL Financial Synergies
Connecticut
$274K -$126K -1,705 -31%
CG
703
Caprock Group
Idaho
$274K -$36.8K -499 -11%
SLF
704
Sun Life Financial
Ontario, Canada
$274K -$11.9K -161 -4%
MGIA
705
Moneta Group Investment Advisors
Missouri
$272K +$2.06K +28 +0.7%
PFSC
706
Peoples Financial Services Corp
Pennsylvania
$271K -$66.3K -900 -19%
AP
707
Atwood & Palmer
Missouri
$270K -$22.1K -300 -7%
MPIA
708
Mountain Pacific Investment Advisers
Idaho
$269K -$40.5K -550 -13%
LA
709
LVW Advisors
New York
$269K -$6.63K -90 -2%
FFS
710
Founders Financial Securities
Maryland
$268K +$21.8K +296 +8%
PA
711
Profund Advisors
Maryland
$265K -$91K -1,236 -25%
KPW
712
Kore Private Wealth
New York
$264K +$45.5K +618 +20%
ASN
713
Advisory Services Network
Georgia
$262K -$81.8K -1,110 -23%
NB
714
Northwest Bancshares
Pennsylvania
$262K -$7.37K -100 -3%
SW
715
SlateStone Wealth
Florida
$261K -$24.5K -332 -8%
Wolverine Trading
716
Wolverine Trading
Illinois
$261K +$40.1K +544 +17%
BC
717
Burleson & Co
California
$260K – – –
BFS
718
Bard Financial Services
Connecticut
$259K -$8.84K -120 -3%
MIC
719
Meridian Investment Counsel
California
$259K – – –
BOTW
720
Bank of the West
California
$258K -$5.97K -81 -2%
NAS
721
Nicolet Advisory Services
Wisconsin
$258K +$516 +7 +0.2%
WTA
722
Washington Trust Advisors
Massachusetts
$257K -$23.2K -315 -8%
GVAG
723
Great Valley Advisor Group
Delaware
$257K +$268K +3,643 New
S
724
Surevest
California
$254K +$1.77K +24 +0.7%
SDIC
725
South Dakota Investment Council
South Dakota
$254K +$236K +3,201 +802%