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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CB
751
Community Bank
New York
$314K -$10.4K -135 -3%
OWP
752
Obermeyer Wealth Partners
Colorado
$314K – – –
CCWA
753
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$314K +$295K +3,835 New
FWM
754
Frontier Wealth Management
Missouri
$310K -$63.8K -829 -18%
NAS
755
Nicolet Advisory Services
Wisconsin
$309K +$385 +5 +0.1%
CFG
756
Cooper Financial Group
California
$308K -$24.1K -313 -8%
OAM
757
Oppenheimer Asset Management
New York
$304K -$192K -2,497 -40%
S
758
Surevest
California
$302K -$187K -2,428 -40%
BC
759
Burleson & Co
California
$300K – – –
CCM
760
Cullen Capital Management
New York
$300K – – –
SLT
761
St Louis Trust
Missouri
$299K – – –
AWM
762
Altium Wealth Management
New York
$297K -$847 -11 -0.3%
CCMW
763
Cypress Capital Management (Wyoming)
Wyoming
$296K – – –
GIM
764
Goelzer Investment Management
Indiana
$295K – – –
LWANC
765
Laurel Wealth Advisors (North Carolina)
North Carolina
$292K -$4.77K -62 -2%
Members Trust
766
Members Trust
Florida
$292K -$2.92K -38 -1%
CAL
767
Capital Analysts LLC
Pennsylvania
$291K -$13.5K -176 -5%
GW
768
GW & Wade
Massachusetts
$290K -$47.9K -623 -15%
B
769
Barings
North Carolina
$289K -$723K -9,400 -73%
CL
770
CPWM LLC
Washington
$289K -$13.2K -171 -5%
FIM
771
Fruth Investment Management
Texas
$289K – – –
PFGIA
772
Patriot Financial Group Insurance Agency
Massachusetts
$287K -$2.77K -36 -1%
HSA
773
HBK Sorce Advisory
Pennsylvania
$285K -$1.15K -15 -0.4%
CCFCSB
774
Cape Cod Five Cents Savings Bank
Massachusetts
$284K +$2K +26 +0.8%
WA
775
WBH Advisory
Maryland
$281K -$7K -91 -3%