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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$205K +$110K +1,328 +121%
CWM
827
Congress Wealth Management
Massachusetts
$202K +$198K +2,395 New
CPA
828
Capital Planning Advisors
California
$201K +$197K +2,383 New
HIA
829
Harbor Investment Advisory
Maryland
$197K -$61.3K -741 -24%
OIA
830
Optimum Investment Advisors
Illinois
$196K – – –
SVCP
831
Silicon Valley Capital Partners
California
$192K – – –
LCM
832
Logan Capital Management
Pennsylvania
$190K – – –
PCM
833
Penserra Capital Management
California
$185K -$3.15M -38,060 -95%
DMBA
834
Deseret Mutual Benefit Administrators
Utah
$184K +$8.61K +104 +5%
AF
835
Arrow Financial
New York
$183K -$16.6K -200 -8%
BTI
836
Blue Trust Inc
Georgia
$183K +$2.56K +31 +1%
FFC
837
First Financial Corp
Indiana
$180K – – –
EWA
838
EverSource Wealth Advisors
Alabama
$179K +$1.24K +15 +0.7%
GBT
839
Grove Bank & Trust
Florida
$175K – – –
MCM
840
Manchester Capital Management
Vermont
$175K -$165 -2 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
841
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$169K +$165K +1,997 New
CHA
842
Carmichael Hill & Associates
Maryland
$163K -$12.4K -150 -7%
WSC
843
Wellington Shields & Co
New York
$162K +$158K +1,914 New
LSA
844
Leonteq Securities AG
Switzerland
$157K – – –
ST
845
Smithfield Trust
Pennsylvania
$154K -$1.32K -16 -0.9%
QPBE
846
Quintet Private Bank (Europe)
Luxembourg
$154K +$151K +1,819 New
CT
847
Colonial Trust
South Carolina
$152K -$2.98K -36 -2%
CFGS
848
Concourse Financial Group Securities
Alabama
$142K +$3.48K +42 +3%
ECM
849
Estabrook Capital Management
New York
$139K – – –
BWA
850
BDO Wealth Advisors
Florida
$139K -$12.3K -149 -8%