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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
801
Soltis Investment Advisors
Utah
$253K +$2.77K +36 +1%
NP
802
NorthRock Partners
Minnesota
$253K +$9.47K +123 +4%
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$253K +$48.8K +634 +26%
RMCM
804
Reynders McVeigh Capital Management
Massachusetts
$252K -$33.6K -437 -12%
9WM
805
9258 Wealth Management
Ohio
$252K -$16.2K -211 -6%
TA
806
Tiedemann Advisors
New York
$252K +$231 +3 +0.1%
FCI
807
Financial Counselors Inc
Kansas
$250K -$22.5K -292 -9%
DLA
808
Douglas Lane & Associates
New York
$249K -$5.23K -68 -2%
BCM
809
Breiter Capital Management
Florida
$249K +$234K +3,041 New
RSVP
810
Ramsay Stattman Vela & Price
Colorado
$248K -$89.3K -1,160 -28%
MPI
811
Mairs & Power Inc
Minnesota
$248K -$25.1K -326 -10%
JMFC
812
J.M. Forbes & Co
Massachusetts
$248K – – –
CGL
813
Clarius Group LLC
Washington
$248K +$5.77K +75 +3%
SLF
814
Sun Life Financial
Ontario, Canada
$246K -$25.5K -331 -10%
FFS
815
Founders Financial Securities
Maryland
$246K +$232K +3,014 New
ECM
816
Estabrook Capital Management
New York
$245K -$18.1K -235 -7%
GWM
817
Geneos Wealth Management
Colorado
$245K -$22.8K -296 -9%
BL
818
Bleichroeder LP
New York
$245K – – –
SFM
819
Systematic Financial Management
New Jersey
$245K – – –
MWM
820
Meridian Wealth Management
Kentucky
$244K +$77 +1 +0%
HIIFS
821
Harel Insurance Investments & Financial Services
Israel
$244K +$69.1K +898 +1,633%
SW
822
SlateStone Wealth
Florida
$243K – – –
TMAM
823
Tokio Marine Asset Management
Japan
$243K +$228K +2,968 New
CPA
824
Capital Planning Advisors
California
$243K +$229K +2,969 New
FTC
825
Farmers Trust Company
Ohio
$242K -$4.39K -57 -2%