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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
526
Baldwin Investment Management
Pennsylvania
$756K +$15.4K +160 +2%
GAG
527
Goodman Advisory Group
Massachusetts
$755K -$1.67M -17,320 -69%
GS
528
GTS Securities
Florida
$751K +$752K +7,799 New
Lido Advisors
529
Lido Advisors
California
$748K +$37.8K +392 +5%
PTCG
530
Pring Turner Capital Group
California
$729K
AWM
531
Apollon Wealth Management
South Carolina
$725K -$43.7K -453 -6%
CWP
532
Curated Wealth Partners
California
$721K +$722K +7,489 New
DWP
533
Daymark Wealth Partners
Ohio
$716K -$18.6K -193 -3%
PTC
534
Philadelphia Trust Company
Pennsylvania
$715K -$1.06K -11 -0.1%
RBC
535
Romano Brothers & Co
Illinois
$711K
CTC
536
Central Trust Company
Missouri
$711K -$17K -176 -2%
CFG
537
Cooper Financial Group
California
$702K -$152K -1,575 -18%
HI
538
Horizon Investments
North Carolina
$699K +$1.74K +18 +0.2%
CC
539
Chicago Capital
Illinois
$696K +$24.1K +250 +4%
AAM
540
AR Asset Management
California
$693K
AWS
541
Atria Wealth Solutions
New York
$692K -$237K -2,463 -26%
WAM
542
Werlinich Asset Management
Connecticut
$687K
EM
543
ELCO Management
New York
$668K
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$657K +$8.77K +91 +1%
CFMC
545
Curbstone Financial Management Corp
New Hampshire
$656K
MM
546
MQS Management
New York
$655K +$656K +6,809 New
CSPIA
547
Cary Street Partners Investment Advisory
Virginia
$655K +$3.76K +39 +0.6%
IGGA
548
Iron Gate Global Advisors
Utah
$652K -$867 -9 -0.1%
VSQM
549
V-Square Quantitative Management
Illinois
$651K -$436K -4,524 -40%
WPC
550
Wedmont Private Capital
Pennsylvania
$650K +$18.8K +195 +3%