We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
901
Mengis Capital Management
Oregon
$231K – – –
BHBT
902
Burke & Herbert Bank & Trust
Virginia
$231K +$237K +2,649 New
MWM
903
Maridea Wealth Management
New York
$231K +$237K +2,646 New
MBT
904
Montecito Bank & Trust
California
$231K – – –
NECFA
905
New England Capital Financial Advisors
Connecticut
$230K +$805 +9 +0.3%
SMCM
906
Sky-Mountain Capital Management
Idaho
$230K – – –
LWANC
907
Laurel Wealth Advisors (North Carolina)
North Carolina
$230K +$235K +2,630 New
PAM
908
Panagora Asset Management
Massachusetts
$229K – – –
CT
909
Colonial Trust
South Carolina
$229K -$3.49K -39 -1%
KCIC
910
Kuhn & Co Investment Counsel
Illinois
$228K +$233K +2,609 New
PFA
911
Pure Financial Advisors
California
$228K +$233K +2,605 New
BSI
912
Bennett Selby Investments
Maine
$228K -$89 -1 -0%
NGA
913
Naples Global Advisors
Florida
$227K – – –
PFM
914
Patton Fund Management
Texas
$224K +$18K +201 +8%
CC
915
Courier Capital
New York
$224K – – –
CL
916
CSS LLC
Illinois
$224K +$98.4K +1,100 +75%
FCMC
917
Founders Capital Management (Connecticut)
Connecticut
$222K – – –
ESB
918
Essex Savings Bank
Connecticut
$221K – – –
KFS
919
Keynote Financial Services
Connecticut
$221K – – –
SCA
920
Stonebridge Capital Advisors
Minnesota
$221K -$9.3K -104 -4%
GVAG
921
Great Valley Advisor Group
Delaware
$220K -$537 -6 -0.2%
DIA
922
Dana Investment Advisors
Wisconsin
$220K – – –
PAS
923
PKS Advisory Services
New York
$220K +$537 +6 +0.2%
SFP
924
Sterling Financial Planning
New Jersey
$220K – – –
LIM
925
Leavell Investment Management
Alabama
$219K – – –
35 36
37
38 39