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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
IP
801
Intellectus Partners
California
$245K -$72.6K -1,119 -24%
FNB
802
Farmers National Bank
Kentucky
$245K +$235K +3,625 New
GIM
803
Goelzer Investment Management
Indiana
$244K -$368K -5,670 -61%
BEAM
804
Baker Ellis Asset Management
Washington
$242K -$28.3K -436 -11%
CL
805
CPWM LLC
Washington
$242K +$1.04K +16 +0.4%
FIM
806
Fruth Investment Management
Texas
$241K -$6.49K -100 -3%
GW
807
GW & Wade
Massachusetts
$240K +$231K +3,558 New
FFWA
808
FRG Family Wealth Advisors
Washington
$239K -$129K -1,981 -36%
Rafferty Asset Management
809
Rafferty Asset Management
New York
$238K -$527K -8,130 -70%
ADL
810
Asset Dedication LLC
California
$238K -$33K -508 -13%
WANY
811
Wealthspire Advisors (New York)
New York
$237K +$228K +3,508 New
ESB
812
Essex Savings Bank
Connecticut
$235K -$48K -740 -18%
NA
813
NewEdge Advisors
Louisiana
$234K -$93.9K -1,447 -29%
MWM
814
Meridian Wealth Management
Kentucky
$234K +$225K +3,472 New
CNFG
815
Creegan & Nassoura Financial Group
New Hampshire
$233K -$32.4K -500 -13%
CBB
816
Citizens Business Bank
California
$233K – – –
GWM
817
Geneos Wealth Management
Colorado
$233K +$4.54K +70 +2%
9WM
818
9258 Wealth Management
Ohio
$232K +$7.2K +111 +3%
Walleye Trading
819
Walleye Trading
New York
$232K +$223K +3,439 New
WA
820
WBH Advisory
Maryland
$231K -$21.4K -330 -9%
VCM
821
Virtue Capital Management
Tennessee
$231K +$9.8K +151 +5%
B
822
Bailard
California
$230K -$28.7K -442 -11%
RWA
823
Ropes Wealth Advisors
Massachusetts
$229K +$48.7K +750 +28%
CA
824
Callahan Advisors
Texas
$229K +$220K +3,397 New
SLF
825
Sun Life Financial
Ontario, Canada
$228K -$15.5K -239 -7%