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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
776
Essex Savings Bank
Connecticut
$241K +$7.44K +87 +3%
JMFC
777
J.M. Forbes & Co
Massachusetts
$239K – – –
FNT
778
First National Trust
Pennsylvania
$238K -$20.6K -241 -8%
LCM
779
LCM Capital Management
Illinois
$238K -$770 -9 -0.3%
GVAG
780
Great Valley Advisor Group
Delaware
$238K -$27.5K -322 -10%
GPI
781
General Partner Inc
Pennsylvania
$237K – – –
NECFA
782
New England Capital Financial Advisors
Connecticut
$235K -$8.21K -96 -3%
CPA
783
Court Place Advisors
Maryland
$235K -$855 -10 -0.3%
SWMP
784
Signature Wealth Management Partners
New Jersey
$234K – – –
SCM
785
Shelton Capital Management
Colorado
$230K – – –
FAFN
786
First Affirmative Financial Network
Colorado
$229K +$50.4K +589 +26%
MMPW
787
Mitchell McLeod Pugh & Williams
Alabama
$229K – – –
AA
788
Ancora Advisors
Ohio
$228K -$2.14K -25 -0.9%
FHA
789
First Horizon Advisors
Tennessee
$228K +$1.03K +12 +0.4%
AA
790
Addison Advisors
Vermont
$228K +$7.78K +91 +3%
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K +$1.8K +21 +0.7%
OIA
792
Optimum Investment Advisors
Illinois
$225K – – –
PFSC
793
Peoples Financial Services Corp
Pennsylvania
$225K – – –
SWA
794
Stratos Wealth Advisors
Ohio
$223K +$13.7K +160 +6%
KOMWMG
795
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$222K – – –
RWM
796
Ritholtz Wealth Management
New York
$222K -$134K -1,569 -36%
ST
797
Sentinel Trust
Texas
$221K +$12.7K +149 +6%
9WM
798
9258 Wealth Management
Ohio
$220K – – –
PFS
799
Prospera Financial Services
Texas
$220K -$2.31K -27 -1%
EH
800
Equitable Holdings
New York
$219K +$36K +421 +18%