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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
576
Wendell David Associates
New Hampshire
$440K -$99.6K -1,352 -18%
HIC
577
Holderness Investments Company
North Carolina
$440K -$21.1K -287 -4%
MA
578
Mutual Advisors
Nebraska
$440K +$7K +95 +2%
BRWA
579
B. Riley Wealth Advisors
Florida
$438K -$94.7K -1,286 -17%
MIC
580
Means Investment Company
Maine
$437K +$74 +1 +0%
SFG
581
Sovereign Financial Group
Connecticut
$436K +$6.04K +82 +1%
SNBOSCI
582
Security National Bank of Sioux City Iowa
Iowa
$435K +$737 +10 +0.2%
PP
583
Prudential plc
United Kingdom
$434K -$2.45M -33,246 -84%
YWP
584
YorkBridge Wealth Partners
New York
$429K +$19.7K +268 +5%
SG Americas Securities
585
SG Americas Securities
New York
$428K -$328K -4,451 -42%
FC
586
Forte Capital
New York
$426K -$11.1K -151 -2%
MM
587
Meridian Management
Arkansas
$424K – – –
GPA
588
Garrison Point Advisors
California
$421K -$1.47K -20 -0.3%
WSFS
589
Wilmington Savings Fund Society
Delaware
$416K -$23.2K -315 -5%
IAS
590
Investment Advisory Services
Texas
$415K -$35.4K -481 -8%
QPBE
591
Quintet Private Bank (Europe)
Luxembourg
$415K +$345K +4,680 New
WSTAM
592
Wilbanks Smith & Thomas Asset Management
Virginia
$413K +$10.2K +138 +2%
TTWM
593
TCV Trust & Wealth Management
Virginia
$412K -$24.7K -335 -5%
MPW
594
Monterey Private Wealth
California
$409K +$74 +1 +0%
S
595
swisspartners
Liechtenstein
$408K – – –
KPWS
596
Kestra Private Wealth Services
Texas
$408K +$23.3K +316 +6%
NAM
597
NorthCrest Asset Manangement
Minnesota
$404K -$40.3K -547 -9%
HIIFS
598
Harel Insurance Investments & Financial Services
Israel
$402K – – –
LNWWM
599
Laird Norton Wetherby Wealth Management
California
$402K +$8.18K +111 +2%
SJL
600
Shayne & Jacobs LLC
Tennessee
$400K – – –