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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
776
Obermeyer Wealth Partners
Colorado
$248K -$4.71K -77 -2%
BPA
777
Beacon Pointe Advisors
California
$247K -$30.3K -496 -11%
HIA
778
Harbor Investment Advisory
Maryland
$247K -$27.7K -453 -10%
CNFG
779
Creegan & Nassoura Financial Group
New Hampshire
$246K -$9.18K -150 -4%
KCM
780
Kornitzer Capital Management
Kansas
$245K -$79K -1,291 -25%
TNA
781
True North Advisors
Texas
$242K +$238K +3,884 New
VFA
782
Voya Financial Advisors
Connecticut
$241K -$84.8K -1,387 -26%
AWM
783
Altium Wealth Management
New York
$241K -$35.8K -585 -13%
WA
784
WBH Advisory
Maryland
$241K -$30.8K -503 -12%
B
785
Bailard
California
$241K -$14.5K -237 -6%
IHL
786
Investment House LLC
California
$240K -$3.79K -62 -2%
Cerity Partners
787
Cerity Partners
New York
$240K +$235K +3,845 New
CCMW
788
Cypress Capital Management (Wyoming)
Wyoming
$238K – – –
Cetera Investment Advisers
789
Cetera Investment Advisers
Illinois
$236K -$17.1K -279 -7%
NAS
790
Nicolet Advisory Services
Wisconsin
$236K -$3.73K -61 -2%
TA
791
Tiedemann Advisors
New York
$236K – – –
EI
792
Ethic Inc
New York
$236K +$231K +3,782 New
Verition Fund Management
793
Verition Fund Management
Connecticut
$235K -$1.92M -31,452 -89%
ST
794
Spinnaker Trust
Maine
$235K -$12.2K -199 -5%
BC
795
Burleson & Co
California
$234K – – –
ADL
796
Asset Dedication LLC
California
$233K -$2.63K -43 -1%
WCM
797
Whitener Capital Management
North Carolina
$232K -$266K -4,352 -54%
FFBTD
798
First Financial Bank - Trust Division
Ohio
$231K -$30.7K -502 -12%
LOAME
799
Lombard Odier Asset Management (Europe)
United Kingdom
$231K +$226K +3,695 New
NME
800
Notis-McConarty Edward
$230K -$141K -2,302 -39%