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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
551
Valley Brook Capital Group
Pennsylvania
$662K – – –
CWP
552
Curated Wealth Partners
California
$653K – – –
PA
553
Parallel Advisors
California
$651K +$9.46K +113 +2%
AWA
554
Arkadios Wealth Advisors
Georgia
$650K -$200K -2,392 -24%
CT
555
Caldwell Trust
Florida
$648K -$1.67K -20 -0.3%
SFFS
556
Stonehage Fleming Financial Services
Jersey
$640K – – –
PFM
557
Parsec Financial Management
North Carolina
$635K +$167 +2 +0%
SFSG
558
Sound Financial Strategies Group
Mississippi
$630K -$13.7K -164 -2%
SPC
559
Sigma Planning Corp
Michigan
$628K -$9.29K -111 -2%
FA
560
FDx Advisors
Illinois
$628K +$2.09K +25 +0.3%
AAM
561
AR Asset Management
California
$627K – – –
PDN
562
Pensionfund DSM Netherlands
Netherlands
$627K – – –
American Century Companies
563
American Century Companies
Missouri
$627K +$115K +1,378 +24%
IA
564
IndexIQ Advisors
New York
$624K -$24.4K -291 -4%
IRF
565
IBM Retirement Fund
New York
$623K -$416K -4,968 -41%
BPA
566
Beacon Pointe Advisors
California
$623K -$328K -3,915 -35%
SM
567
Sciencast Management
New Jersey
$620K +$603K +7,200 New
KIA
568
Kraematon Investment Advisors
Massachusetts
$617K +$593K +7,081 New
EF
569
Empirical Finance
Pennsylvania
$611K +$166K +1,980 +39%
EHC
570
Everett Harris & Co
California
$610K – – –
RWA
571
River Wealth Advisors
Pennsylvania
$609K -$9.12K -109 -2%
AAM
572
Ascension Asset Management
New York
$608K -$4.52K -54 -0.8%
HL
573
HeadInvest LLC
Maine
$607K -$5.36K -64 -0.9%
WC
574
Westhampton Capital
North Carolina
$607K -$3.93K -47 -0.7%
AMIM
575
Aull & Monroe Investment Management
Alabama
$605K – – –