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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
VF
551
Virtu Financial
New York
$640K +$684K +7,779 New
SWP
552
Stratos Wealth Partners
Ohio
$639K +$23.8K +271 +4%
Bessemer Group
553
Bessemer Group
New Jersey
$639K +$94.2K +1,071 +16%
SNBOSD
554
Security National Bank of So Dak
Iowa
$632K +$117K +1,332 +21%
VBCG
555
Valley Brook Capital Group
Pennsylvania
$625K
SCA
556
Snowden Capital Advisors
New York
$620K +$18.2K +207 +3%
AAS
557
Avantax Advisory Services
Texas
$619K +$86.3K +982 +15%
SFFS
558
Stonehage Fleming Financial Services
Jersey
$618K
SM
559
Southport Management
Wyoming
$617K -$659K -7,500 -50%
CWP
560
Curated Wealth Partners
California
$616K
TTWM
561
TCV Trust & Wealth Management
Virginia
$615K +$43.5K +495 +7%
CT
562
Caldwell Trust
Florida
$614K -$62K -705 -9%
IA
563
IndexIQ Advisors
New York
$613K +$31K +353 +5%
SFSG
564
Sound Financial Strategies Group
Mississippi
$609K -$7.91K -90 -1%
PFM
565
Parsec Financial Management
North Carolina
$609K +$7.83K +89 +1%
PA
566
Parallel Advisors
California
$606K +$21.5K +245 +3%
SPC
567
Sigma Planning Corp
Michigan
$603K -$41.2K -469 -6%
FA
568
FDx Advisors
Illinois
$592K -$102K -1,155 -14%
AAM
569
AR Asset Management
California
$592K
PDN
570
Pensionfund DSM Netherlands
Netherlands
$592K +$633K +7,200 New
CIA
571
Choate Investment Advisors
Massachusetts
$589K -$75K -853 -11%
TW
572
Transform Wealth
Colorado
$586K +$82.7K +941 +15%
RWA
573
River Wealth Advisors
Pennsylvania
$584K -$3.08K -35 -0.5%
IGGA
574
Iron Gate Global Advisors
Utah
$580K -$10.2K -116 -2%
HL
575
HeadInvest LLC
Maine
$579K -$54.6K -621 -8%