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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Apollon Wealth Management
South Carolina
$1.16M +$365K +3,783 +48%
CWA
477
Carolina Wealth Advisors
South Carolina
$1.16M +$272K +2,820 +32%
BG
478
Bollard Group
Massachusetts
$1.15M +$34.4K +356 +3%
OIA
479
OneDigital Investment Advisors
Kansas
$1.15M -$67.4K -698 -6%
GAAM
480
Guinness Atkinson Asset Management
California
$1.15M
MLL
481
Moody Lynn & Lieberson
Massachusetts
$1.14M -$1.64K -17 -0.1%
WT
482
Whittier Trust
California
$1.14M -$116K -1,197 -9%
RPC
483
Rossmore Private Capital
Connecticut
$1.13M +$2.03K +21 +0.2%
Lido Advisors
484
Lido Advisors
California
$1.12M +$142K +1,476 +15%
WSFS
485
Wilmington Savings Fund Society
Delaware
$1.11M +$32.3K +335 +3%
PWP
486
Principle Wealth Partners
Connecticut
$1.11M
RS
487
R Squared
Hong Kong
$1.11M +$612K +6,338 +131%
NRS
488
Neville Rodie & Shaw
New York
$1.1M
SCA
489
Snowden Capital Advisors
New York
$1.09M +$2.99K +31 +0.3%
KRSITF
490
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M -$72.7K -753 -6%
STA
491
Summit Trail Advisors
New York
$1.07M -$352K -3,642 -25%
CCM
492
Copeland Capital Management
Pennsylvania
$1.07M -$36.3K -376 -3%
AAM
493
Advisors Asset Management
Colorado
$1.06M +$237K +2,456 +30%
CA
494
Clearstead Advisors
Ohio
$1.06M +$103K +1,068 +11%
TCWA
495
Turtle Creek Wealth Advisors
Texas
$1.05M +$1.03M +10,633 New
IWC
496
Integrated Wealth Concepts
Massachusetts
$1.05M +$344K +3,564 +51%
IIM
497
INTECH Investment Management
Florida
$1.04M -$20.2K -209 -2%
QCG
498
Quadrant Capital Group
Ohio
$1.04M +$333K +3,450 +49%
HAG
499
HighPoint Advisor Group
Illinois
$1.04M -$40.2K -416 -4%
AI
500
Atom Investors
Texas
$1.03M +$1.01M +10,444 New