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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
526
AR Asset Management
California
$608K – – –
Federated Hermes
527
Federated Hermes
Pennsylvania
$608K +$170K +2,060 +40%
EGM
528
Engineers Gate Manager
New York
$597K +$585K +7,068 New
VBCG
529
Valley Brook Capital Group
Pennsylvania
$589K – – –
CAM
530
Cresset Asset Management
Illinois
$588K -$3.07M -37,127 -84%
CFMC
531
Curbstone Financial Management Corp
New Hampshire
$588K -$49.6K -600 -8%
WC
532
Westhampton Capital
North Carolina
$588K – – –
CFG
533
Cooper Financial Group
California
$584K +$28.2K +341 +5%
CC
534
Chicago Capital
Illinois
$581K – – –
IGGA
535
Iron Gate Global Advisors
Utah
$580K -$1.16K -14 -0.2%
GI
536
GAMCO Investors
Connecticut
$574K -$141K -1,700 -20%
BCV
537
Banque Cantonale Vaudoise
Switzerland
$571K – – –
WA
538
Waterford Advisors
New York
$565K – – –
HWM
539
HB Wealth Management
Georgia
$560K +$38.3K +463 +8%
ACM
540
Allred Capital Management
Texas
$557K -$16.1K -195 -3%
HFM
541
Hartford Funds Management
Pennsylvania
$556K +$106K +1,278 +24%
TBA
542
Tower Bridge Advisors
Pennsylvania
$553K – – –
SWP
543
Stratos Wealth Partners
Ohio
$549K -$20.4K -247 -4%
FMWA
544
Forvis Mazars Wealth Advisors
Missouri
$548K -$49K -592 -8%
PRC
545
Pearl River Capital
Michigan
$545K -$543K -6,561 -50%
PFM
546
Parsec Financial Management
North Carolina
$543K -$23.6K -285 -4%
HL
547
HeadInvest LLC
Maine
$540K -$11.6K -140 -2%
ESCM
548
Echo Street Capital Management
New York
$540K +$530K +6,399 New
AOI
549
Auto-Owners Insurance
Michigan
$540K – – –
VAS
550
Vestmark Advisory Solutions
Massachusetts
$539K +$14.1K +170 +3%