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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$531K +$66.3K +801 +15%
NAM
552
NorthCrest Asset Manangement
Minnesota
$525K +$96.3K +1,164 +23%
MIC
553
Means Investment Company
Maine
$522K
SFG
554
Sovereign Financial Group
Connecticut
$522K -$662 -8 -0.1%
SW
555
SVB Wealth
Massachusetts
$518K -$372K -4,501 -42%
HIC
556
Holderness Investments Company
North Carolina
$517K -$5.05K -61 -1%
LI
557
Lafayette Investments
Maryland
$516K +$56.4K +681 +13%
SFFS
558
Stonehage Fleming Financial Services
Jersey
$513K -$40.7K -492 -7%
AWS
559
Atria Wealth Solutions
New York
$512K -$54K -652 -10%
TIM
560
Thornburg Investment Management
New Mexico
$511K -$101K -1,224 -17%
AIM
561
AHL Investment Management
Florida
$510K -$26.9K -325 -5%
MM
562
Meridian Management
Arkansas
$509K +$2.65K +32 +0.5%
FC
563
Forte Capital
New York
$505K +$1.41K +17 +0.3%
WDA
564
Wendell David Associates
New Hampshire
$504K -$12.4K -150 -2%
GPA
565
Garrison Point Advisors
California
$501K -$248 -3 -0.1%
CL
566
Choreo LLC
Illinois
$500K +$490K +5,918 New
WPC
567
Wedmont Private Capital
Pennsylvania
$499K +$69.2K +836 +15%
SIA
568
Soltis Investment Advisors
Utah
$495K +$993 +12 +0.2%
MC
569
Moors & Cabot
Massachusetts
$494K -$6.21K -75 -1%
MA
570
Montag & Associates
Georgia
$492K -$37.2K -450 -7%
BRWA
571
B. Riley Wealth Advisors
Florida
$492K -$142K -1,717 -23%
Millennium Management
572
Millennium Management
New York
$488K -$6.42M -77,550 -93%
IAS
573
Investment Advisory Services
Texas
$483K -$4.14K -50 -0.9%
UB
574
UMB Bank
Missouri
$482K -$910 -11 -0.2%
MPW
575
Monterey Private Wealth
California
$478K -$13.1K -158 -3%