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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
751
Kistler-Tiffany Companies
Pennsylvania
$329K +$84 +1 +0%
DMBA
752
Deseret Mutual Benefit Administrators
Utah
$328K +$80.9K +966 +35%
DWA
753
Douglass Winthrop Advisors
New York
$327K -$29.3K -350 -9%
MGIA
754
Moneta Group Investment Advisors
Missouri
$327K -$5.02K -60 -2%
DA
755
DCM Advisors
New York
$325K +$18.8K +225 +6%
NP
756
NorthRock Partners
Minnesota
$325K +$21.8K +261 +8%
MGP
757
Metis Global Partners
California
$325K +$312K +3,726 New
GW
758
GW & Wade
Massachusetts
$323K -$11.8K -141 -4%
S
759
Surevest
California
$323K -$8.62K -103 -3%
BJL
760
Brighton Jones LLC
Washington
$322K +$44.2K +528 +17%
MIC
761
Meridian Investment Counsel
California
$321K +$32.5K +388 +12%
VFA
762
Valeo Financial Advisors
Indiana
$320K -$60.9K -728 -17%
BC
763
Burleson & Co
California
$320K – – –
NAS
764
Nicolet Advisory Services
Wisconsin
$319K +$419 +5 +0.1%
HIA
765
Harbor Investment Advisory
Maryland
$319K +$30K +358 +11%
SCM
766
Shelton Capital Management
Colorado
$316K -$502K -6,000 -62%
SAM
767
S.A. Mason
Michigan
$316K – – –
Members Trust
768
Members Trust
Florida
$316K +$4.52K +54 +2%
HSA
769
HBK Sorce Advisory
Pennsylvania
$313K +$16.6K +198 +6%
AWA
770
Amplius Wealth Advisors
Pennsylvania
$313K +$301K +3,600 New
VRS
771
Virginia Retirement Systems
Virginia
$313K +$301K +3,600 New
CFG
772
Cooper Financial Group
California
$312K -$41.6K -497 -12%
BFO
773
Boston Family Office
Massachusetts
$311K -$46.9K -560 -14%
CI
774
Conning Inc
Connecticut
$311K -$18.2K -217 -6%
STCOSD
775
Sageworth Trust Company of South Dakota
South Dakota
$310K +$298K +3,561 New