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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
551
Curbstone Financial Management Corp
New Hampshire
$644K -$19.7K -224 -3%
VF
552
Virtu Financial
New York
$640K +$684K +7,779 New
SWP
553
Stratos Wealth Partners
Ohio
$639K +$23.8K +271 +4%
Bessemer Group
554
Bessemer Group
New Jersey
$639K +$94.2K +1,071 +16%
SNBOSD
555
Security National Bank of So Dak
Iowa
$632K +$117K +1,332 +21%
VBCG
556
Valley Brook Capital Group
Pennsylvania
$625K – – –
SCA
557
Snowden Capital Advisors
New York
$620K +$18.2K +207 +3%
AAS
558
Avantax Advisory Services
Texas
$619K +$86.3K +982 +15%
SFFS
559
Stonehage Fleming Financial Services
Jersey
$618K – – –
SM
560
Southport Management
Wyoming
$617K -$659K -7,500 -50%
CWP
561
Curated Wealth Partners
California
$616K – – –
TTWM
562
TCV Trust & Wealth Management
Virginia
$615K +$43.5K +495 +7%
CT
563
Caldwell Trust
Florida
$614K -$62K -705 -9%
IA
564
IndexIQ Advisors
New York
$613K +$31K +353 +5%
SFSG
565
Sound Financial Strategies Group
Mississippi
$609K -$7.91K -90 -1%
PFM
566
Parsec Financial Management
North Carolina
$609K +$7.83K +89 +1%
PA
567
Parallel Advisors
California
$606K +$21.5K +245 +3%
SPC
568
Sigma Planning Corp
Michigan
$603K -$41.2K -469 -6%
FA
569
FDx Advisors
Illinois
$592K -$102K -1,155 -14%
AAM
570
AR Asset Management
California
$592K – – –
PDN
571
Pensionfund DSM Netherlands
Netherlands
$592K +$633K +7,200 New
CIA
572
Choate Investment Advisors
Massachusetts
$589K -$75K -853 -11%
TW
573
Transform Wealth
Colorado
$586K +$82.7K +941 +15%
RWA
574
River Wealth Advisors
Pennsylvania
$584K -$3.08K -35 -0.5%
IGGA
575
Iron Gate Global Advisors
Utah
$580K -$10.2K -116 -2%