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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
551
B. Riley Wealth Advisors
Florida
$575K -$41.9K -524 -7%
CI
552
Cigna Investments
Connecticut
$570K -$170K -2,129 -22%
ARMT
553
Amica Retiree Medical Trust
Rhode Island
$566K -$477K -5,966 -45%
FA
554
FDx Advisors
Illinois
$561K +$6.23K +78 +1%
PFM
555
Parsec Financial Management
North Carolina
$560K -$1.52K -19 -0.3%
TBA
556
Tower Bridge Advisors
Pennsylvania
$559K -$27.9K -349 -5%
WJWM
557
Williams Jones Wealth Management
New York
$556K +$232K +2,905 +67%
PA
558
Parallel Advisors
California
$555K -$26.4K -330 -4%
AAM
559
AR Asset Management
California
$554K – – –
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$550K -$44.2K -553 -7%
VBCG
561
Valley Brook Capital Group
Pennsylvania
$546K -$39.9K -499 -7%
CT
562
Caldwell Trust
Florida
$546K -$28.6K -358 -5%
BIM
563
Baldwin Investment Management
Pennsylvania
$541K -$79.9K -1,000 -12%
RWA
564
River Wealth Advisors
Pennsylvania
$541K +$2.64K +33 +0.5%
SWP
565
Stratos Wealth Partners
Ohio
$539K -$68.4K -856 -11%
EHC
566
Everett Harris & Co
California
$539K – – –
KIA
567
Kraematon Investment Advisors
Massachusetts
$538K -$6.87K -86 -1%
ACM
568
Allred Capital Management
Texas
$538K +$9.99K +125 +2%
FC
569
Forte Capital
New York
$537K – – –
Point72 Asset Management
570
Point72 Asset Management
Connecticut
$536K +$557K +6,970 New
IGGA
571
Iron Gate Global Advisors
Utah
$535K -$4.63K -58 -0.8%
CC
572
Chicago Capital
Illinois
$534K – – –
FHA
573
Flagship Harbor Advisors
Massachusetts
$532K -$82.8K -1,036 -13%
HIM
574
Hillsdale Investment Management
Ontario, Canada
$531K +$551K +6,900 New
GCM
575
Graham Capital Management
Connecticut
$531K +$552K +6,908 New