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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
NP
751
NorthRock Partners
Minnesota
$325K +$21.8K +261 +8%
MGP
752
Metis Global Partners
California
$325K +$312K +3,726 New
GW
753
GW & Wade
Massachusetts
$323K -$11.8K -141 -4%
S
754
Surevest
California
$323K -$8.62K -103 -3%
BJL
755
Brighton Jones LLC
Washington
$322K +$44.2K +528 +17%
MIC
756
Meridian Investment Counsel
California
$321K +$32.5K +388 +12%
VFA
757
Valeo Financial Advisors
Indiana
$320K -$60.9K -728 -17%
BC
758
Burleson & Co
California
$320K
NAS
759
Nicolet Advisory Services
Wisconsin
$319K +$419 +5 +0.1%
HIA
760
Harbor Investment Advisory
Maryland
$319K +$30K +358 +11%
SCM
761
Shelton Capital Management
Colorado
$316K -$502K -6,000 -62%
SAM
762
S.A. Mason
Michigan
$316K
Members Trust
763
Members Trust
Florida
$316K +$4.52K +54 +2%
HSA
764
HBK Sorce Advisory
Pennsylvania
$313K +$16.6K +198 +6%
AWA
765
Amplius Wealth Advisors
Pennsylvania
$313K +$301K +3,600 New
CFG
766
Cooper Financial Group
California
$312K -$41.6K -497 -12%
BFO
767
Boston Family Office
Massachusetts
$311K -$46.9K -560 -14%
CI
768
Conning Inc
Connecticut
$311K -$18.2K -217 -6%
STCOSD
769
Sageworth Trust Company of South Dakota
South Dakota
$310K +$298K +3,561 New
SIM
770
Sentry Investment Management
Wisconsin
$309K -$28.3K -338 -9%
CCA
771
Checchi Capital Advisers
California
$309K +$5.53K +66 +2%
FIM
772
Fruth Investment Management
Texas
$308K
TMAM
773
Tokio Marine Asset Management
Japan
$308K +$11.3K +135 +4%
FNB
774
Farmers National Bank
Kentucky
$307K -$7.95K -95 -3%
B
775
Barings
North Carolina
$307K