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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
FA
551
FDx Advisors
Illinois
$561K +$6.23K +78 +1%
PFM
552
Parsec Financial Management
North Carolina
$560K -$1.52K -19 -0.3%
TBA
553
Tower Bridge Advisors
Pennsylvania
$559K -$27.9K -349 -5%
WJWM
554
Williams Jones Wealth Management
New York
$556K +$232K +2,905 +67%
PA
555
Parallel Advisors
California
$555K -$26.4K -330 -4%
AAM
556
AR Asset Management
California
$554K
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$550K -$44.2K -553 -7%
VBCG
558
Valley Brook Capital Group
Pennsylvania
$546K -$39.9K -499 -7%
CT
559
Caldwell Trust
Florida
$546K -$28.6K -358 -5%
RWA
560
River Wealth Advisors
Pennsylvania
$541K +$2.64K +33 +0.5%
SWP
561
Stratos Wealth Partners
Ohio
$539K -$68.4K -856 -11%
EHC
562
Everett Harris & Co
California
$539K
KIA
563
Kraematon Investment Advisors
Massachusetts
$538K -$6.87K -86 -1%
ACM
564
Allred Capital Management
Texas
$538K +$9.99K +125 +2%
FC
565
Forte Capital
New York
$537K
Point72 Asset Management
566
Point72 Asset Management
Connecticut
$536K +$557K +6,970 New
IGGA
567
Iron Gate Global Advisors
Utah
$535K -$4.63K -58 -0.8%
CC
568
Chicago Capital
Illinois
$534K
FHA
569
Flagship Harbor Advisors
Massachusetts
$532K -$82.8K -1,036 -13%
HIM
570
Hillsdale Investment Management
Ontario, Canada
$531K +$551K +6,900 New
GCM
571
Graham Capital Management
Connecticut
$531K +$552K +6,908 New
AMIM
572
Aull & Monroe Investment Management
Alabama
$529K -$5.99K -75 -1%
FCH
573
Freestone Capital Holdings
Washington
$529K +$97.6K +1,221 +22%
HL
574
HeadInvest LLC
Maine
$526K -$10.5K -131 -2%
WC
575
Westhampton Capital
North Carolina
$526K -$9.99K -125 -2%