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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PBC
876
Pavion Blue Capital
California
$214K +$199K +2,151 New
FCI
877
Financial Counselors Inc
Kansas
$212K +$197K +2,131 New
CCM
878
Coldstream Capital Management
Washington
$211K +$197K +2,128 New
BSI
879
Bennett Selby Investments
Maine
$211K +$196K +2,124 New
IAN
880
Integrated Advisors Network
Texas
$211K +$196K +2,121 New
RMCM
881
Reynders McVeigh Capital Management
Massachusetts
$210K -$24.1K -261 -11%
NAS
882
Nicolet Advisory Services
Wisconsin
$209K +$195K +2,112 New
WSC
883
Wellington Shields & Co
New York
$209K +$17.5K +189 +10%
HCM
884
Hall Capital Management
Rhode Island
$208K +$194K +2,100 New
SWM
885
SeaCrest Wealth Management
New York
$208K -$220K -2,377 -53%
FFP
886
FourThought Financial Partners
Florida
$208K +$194K +2,095 New
UFA
887
US Financial Advisors
Massachusetts
$208K +$194K +2,094 New
AF
888
Arrow Financial
New York
$208K -$1.57K -17 -0.8%
HTC
889
Haverford Trust Company
Pennsylvania
$206K +$192K +2,076 New
CI
890
Conning Inc
Connecticut
$204K +$190K +2,055 New
SOW
891
State of Wyoming
Wyoming
$203K -$36.4K -394 -16%
FPAS
892
Focus Partners Advisor Solutions
Missouri
$202K +$188K +2,037 New
CCA
893
Childress Capital Advisors
Texas
$201K +$187K +2,020 New
MFF
894
Mango Five Family
Nevada
$200K – – –
SC
895
Savoie Capital
Illinois
$200K +$187K +2,019 New
NC
896
nVerses Capital
Florida
$199K +$185K +2,000 New
HI
897
Harbour Investments
Wisconsin
$194K +$32.4K +351 +22%
PCM
898
Penserra Capital Management
California
$191K -$166K -1,792 -48%
MPWT
899
MassMutual Private Wealth & Trust
Connecticut
$185K +$11.5K +124 +7%
GBT
900
Grove Bank & Trust
Florida
$183K – – –