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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
HH
701
Hilltop Holdings
Texas
$408K -$20.5K -226 -5%
CT
702
Chicago Trust
Illinois
$407K +$139K +1,536 +53%
EM
703
Excalibur Management
Massachusetts
$405K
TBT
704
Texas Bank & Trust
Texas
$402K
WT
705
Washington Trust
Rhode Island
$401K +$185K +2,034 +86%
TCA
706
Transcend Capital Advisors
New Jersey
$401K +$102K +1,122 +34%
HSA
707
HBK Sorce Advisory
Pennsylvania
$399K +$84.8K +934 +27%
PCM
708
Pointe Capital Management
Michigan
$396K
GWMR
709
GC Wealth Management RIA
Massachusetts
$394K +$391K +4,309 New
QEI
710
QSV Equity Investors
Illinois
$394K +$57K +628 +17%
SACTSONJ
711
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$393K
DMC
712
Drexel Morgan & Co
Pennsylvania
$392K
SWM
713
Shakespeare Wealth Management
Wisconsin
$379K -$1.63K -18 -0.4%
VCA
714
Verdence Capital Advisors
Maryland
$377K -$16.2K -179 -4%
NONA
715
Ninety One North America
New York
$377K -$125K -1,372 -25%
PA
716
Profund Advisors
Maryland
$377K -$28.4K -313 -7%
BWP
717
BSW Wealth Partners
Colorado
$375K +$82K +903 +28%
MAM
718
Mystic Asset Management
Rhode Island
$373K +$6.63K +73 +2%
VIM
719
Vancity Investment Management
British Columbia, Canada
$371K +$44.3K +488 +14%
FTWA
720
Fifth Third Wealth Advisors
Ohio
$370K -$32K -353 -8%
HW
721
Hancock Whitney
Mississippi
$369K -$15.3K -169 -4%
CCA
722
Checchi Capital Advisers
California
$369K -$51.5K -567 -12%
CT
723
Caldwell Trust
Florida
$369K +$9.08K +100 +3%
RCM
724
Radnor Capital Management
Pennsylvania
$369K -$47.2K -520 -11%
SG Americas Securities
725
SG Americas Securities
New York
$367K -$320K -3,526 -47%