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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
GL
526
Graypoint LLC
New York
$707K -$52.8K -631 -7%
LOAMS
527
Lombard Odier Asset Management (Switzerland)
Switzerland
$706K +$678K +8,103 New
FNFDCM
528
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$704K -$50.2K -600 -7%
Bessemer Group
529
Bessemer Group
New Jersey
$704K +$23.4K +280 +4%
VIA
530
Vident Investment Advisory
Georgia
$703K -$4.02K -48 -0.6%
MA
531
Montag & Associates
Georgia
$700K -$22.5K -269 -3%
EM
532
ELCO Management
New York
$700K -$1.59K -19 -0.2%
BRWA
533
B. Riley Wealth Advisors
Florida
$696K -$44.2K -528 -6%
AAS
534
Avantax Advisory Services
Texas
$696K +$31.3K +374 +5%
MFG
535
Merit Financial Group
Georgia
$692K -$7.12K -85 -1%
HFBOT
536
Home Federal Bank of Tennessee
Tennessee
$692K +$8.79K +105 +1%
FHA
537
Flagship Harbor Advisors
Massachusetts
$692K +$167K +1,990 +33%
PA
538
Pinnacle Associates
New York
$690K +$126K +1,504 +23%
SWP
539
Stratos Wealth Partners
Ohio
$685K +$8.29K +99 +1%
VCA
540
Verdence Capital Advisors
Maryland
$685K +$129K +1,536 +24%
SNBOSD
541
Security National Bank of So Dak
Iowa
$678K +$8.79K +105 +1%
AWM
542
AE Wealth Management
Kansas
$677K -$177K -2,120 -21%
SIC
543
Salem Investment Counselors
North Carolina
$675K -$241K -2,877 -27%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$671K +$645K +7,705 New
TBA
545
Tower Bridge Advisors
Pennsylvania
$663K -$30.5K -364 -5%
VBCG
546
Valley Brook Capital Group
Pennsylvania
$662K
CWP
547
Curated Wealth Partners
California
$653K
PA
548
Parallel Advisors
California
$651K +$9.46K +113 +2%
AWA
549
Arkadios Wealth Advisors
Georgia
$650K -$200K -2,392 -24%
CT
550
Caldwell Trust
Florida
$648K -$1.67K -20 -0.3%