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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
726
Traverso Chambers Private Wealth Management
California
$314K – – –
S
727
SignatureFD
Georgia
$313K +$16.3K +204 +5%
SLF
728
Sun Life Financial
Ontario, Canada
$309K -$10.7K -134 -3%
SW
729
SlateStone Wealth
Florida
$309K – – –
BA
730
Bennicas & Associates
California
$308K – – –
CCFCSB
731
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$56.3K -704 -15%
FMLI
732
Fukoku Mutual Life Insurance
Japan
$307K – – –
AWM
733
Aberdeen Wealth Management
Illinois
$306K – – –
WTA
734
Washington Trust Advisors
Massachusetts
$304K – – –
SVWAG
735
Sound View Wealth Advisors Group
Georgia
$301K -$4K -50 -1%
LA
736
LVW Advisors
New York
$300K +$6.95K +87 +2%
FNT
737
First National Trust
Pennsylvania
$299K -$10.9K -136 -3%
BJL
738
Brighton Jones LLC
Washington
$298K +$14.6K +183 +5%
FWM
739
Frontier Wealth Management
Missouri
$294K -$3.36K -42 -1%
MGIA
740
Moneta Group Investment Advisors
Missouri
$294K +$5.2K +65 +2%
NB
741
Northwest Bancshares
Pennsylvania
$293K -$6.15K -77 -2%
BFS
742
Bard Financial Services
Connecticut
$292K -$20K -250 -6%
CGL
743
Clarius Group LLC
Washington
$291K – – –
DWA
744
Douglass Winthrop Advisors
New York
$289K – – –
BOTW
745
Bank of the West
California
$287K -$95.3K -1,192 -24%
MAM
746
Meeder Asset Management
Ohio
$285K +$296K +3,707 New
BC
747
Burleson & Co
California
$283K – – –
NAS
748
Nicolet Advisory Services
Wisconsin
$283K +$400 +5 +0.1%
MIC
749
Meridian Investment Counsel
California
$282K -$879 -11 -0.3%
VFA
750
Valeo Financial Advisors
Indiana
$280K -$3.28K -41 -1%