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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
551
Sigma Planning Corp
Michigan
$637K +$128K +1,663 +27%
CIBC World Market
552
CIBC World Market
Ontario, Canada
$632K -$15.6K -203 -3%
TBA
553
Tower Bridge Advisors
Pennsylvania
$631K -$15.4K -200 -3%
HL
554
HeadInvest LLC
Maine
$625K -$16.7K -217 -3%
SCM
555
Stevens Capital Management
Pennsylvania
$624K +$154K +2,007 +36%
BAS
556
Brown Advisory Securities
Maryland
$623K -$28.6K -372 -5%
SNBOSCI
557
Security National Bank of Sioux City Iowa
Iowa
$622K +$94K +1,222 +19%
VBCG
558
Valley Brook Capital Group
Pennsylvania
$621K +$77 +1 +0%
DCM
559
Dupont Capital Management
Delaware
$619K +$15K +195 +3%
LP
560
LMR Partners
United Kingdom
$615K -$262K -3,404 -31%
JWBC
561
J.W. Burns & Co
New York
$614K -$207K -2,696 -26%
SFSG
562
Sound Financial Strategies Group
Mississippi
$613K -$101K -1,307 -15%
SWP
563
Stratos Wealth Partners
Ohio
$613K -$56K -728 -9%
CWP
564
Curated Wealth Partners
California
$612K – – –
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$611K – – –
SFFS
566
Stonehage Fleming Financial Services
Jersey
$609K -$40K -520 -7%
BPA
567
Beacon Pointe Advisors
California
$607K +$279K +3,625 +96%
BIM
568
Baldwin Investment Management
Pennsylvania
$602K -$20.6K -268 -4%
EM
569
ELCO Management
New York
$600K +$39.7K +516 +8%
SCA
570
Snowden Capital Advisors
New York
$599K +$48.4K +629 +9%
QI
571
QS Investors
New York
$594K +$215K +2,788 +62%
IGGA
572
Iron Gate Global Advisors
Utah
$591K -$16.9K -220 -3%
PFM
573
Parsec Financial Management
North Carolina
$589K -$32.5K -422 -6%
AAM
574
AR Asset Management
California
$589K – – –
LRPA
575
L. Roy Papp & Associates
Arizona
$585K +$144K +1,876 +36%