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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
751
Bard Financial Services
Connecticut
$277K -$47.4K -725 -15%
ATC
752
Adirondack Trust Company
New York
$276K -$18.9K -289 -7%
MGIA
753
Moneta Group Investment Advisors
Missouri
$276K +$264K +4,032 New
AWM
754
Aberdeen Wealth Management
Illinois
$275K
BA
755
Bennicas & Associates
California
$274K -$4.05K -62 -2%
HWA
756
Heritage Way Advisors
Illinois
$274K
CB
757
Community Bank
New York
$272K -$47.7K -730 -16%
EF
758
Empirical Finance
Pennsylvania
$271K
WS
759
Wedbush Securities
California
$271K +$45.6K +697 +21%
DFA
760
Delta Financial Advisors
Louisiana
$268K +$5.1K +78 +2%
Cerity Partners
761
Cerity Partners
New York
$267K -$11.8K -181 -4%
LFAS
762
Level Four Advisory Services
Texas
$266K -$31.1K -476 -11%
LWCFA
763
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265K -$64.4K -985 -20%
CIC
764
Crawford Investment Counsel
Georgia
$265K +$6.21K +95 +3%
OWP
765
Obermeyer Wealth Partners
Colorado
$263K
DWA
766
Douglass Winthrop Advisors
New York
$262K -$654 -10 -0.3%
BPA
767
Beacon Pointe Advisors
California
$261K -$79.8K -1,220 -24%
OPS
768
Orion Portfolio Solutions
Nebraska
$259K +$247K +3,785 New
NAS
769
Nicolet Advisory Services
Wisconsin
$258K +$392 +6 +0.2%
CAL
770
Capital Analysts LLC
Pennsylvania
$255K -$5.16K -79 -2%
Vanguard Personalized Indexing Management
771
Vanguard Personalized Indexing Management
California
$255K +$244K +3,731 New
GWM
772
Geneos Wealth Management
Colorado
$254K -$12.6K -192 -6%
CL
773
CPWM LLC
Washington
$254K +$8.56K +131 +4%
BC
774
Burleson & Co
California
$251K
CCM
775
Cullen Capital Management
New York
$251K +$240K +3,665 New