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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
Ameritas Investment Partners
551
Ameritas Investment Partners
Nebraska
$539K -$66.4K -802 -11%
KTA
552
Keeley-Teton Advisors
Illinois
$538K -$187K -2,255 -26%
Laird Norton Wetherby Wealth Management
553
Laird Norton Wetherby Wealth Management
California
$531K +$66.3K +801 +15%
NAM
554
NorthCrest Asset Manangement
Minnesota
$525K +$96.3K +1,164 +23%
MIC
555
Means Investment Company
Maine
$522K – – –
SFG
556
Sovereign Financial Group
Connecticut
$522K -$662 -8 -0.1%
SW
557
SVB Wealth
Massachusetts
$518K -$372K -4,501 -42%
HIC
558
Holderness Investments Company
North Carolina
$517K -$5.05K -61 -1%
LI
559
Lafayette Investments
Maryland
$516K +$56.4K +681 +13%
Stonehage Fleming Financial Services
560
Stonehage Fleming Financial Services
Jersey
$513K -$40.7K -492 -7%
Atria Wealth Solutions
561
Atria Wealth Solutions
New York
$512K -$54K -652 -10%
Thornburg Investment Management
562
Thornburg Investment Management
New Mexico
$511K -$101K -1,224 -17%
AIM
563
AHL Investment Management
Florida
$510K -$26.9K -325 -5%
MM
564
Meridian Management
Arkansas
$509K +$2.65K +32 +0.5%
FC
565
Forte Capital
New York
$505K +$1.41K +17 +0.3%
WDA
566
Wendell David Associates
New Hampshire
$504K -$12.4K -150 -2%
GPA
567
Garrison Point Advisors
California
$501K -$248 -3 -0.1%
Choreo LLC
568
Choreo LLC
Illinois
$500K +$490K +5,918 New
Wedmont Private Capital
569
Wedmont Private Capital
Pennsylvania
$499K +$69.2K +836 +15%
SIA
570
Soltis Investment Advisors
Utah
$495K +$993 +12 +0.2%
MC
571
Moors & Cabot
Massachusetts
$494K -$6.21K -75 -1%
Montag & Associates
572
Montag & Associates
Georgia
$492K -$37.2K -450 -7%
BRWA
573
B. Riley Wealth Advisors
Florida
$492K -$142K -1,717 -23%
Millennium Management
574
Millennium Management
New York
$488K -$6.42M -77,550 -93%
IAS
575
Investment Advisory Services
Texas
$483K -$4.14K -50 -0.9%