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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
ClearAlpha Technologies
Connecticut
$576K +$577K +5,987 New
EWA
577
EP Wealth Advisors
California
$576K +$145K +1,502 +34%
WDA
578
Wendell David Associates
New Hampshire
$574K – – –
BC
579
Bridgefront Capital
Texas
$574K +$575K +5,963 New
DAS
580
Diversify Advisory Services
Utah
$572K -$301K -3,121 -34%
AIM
581
AHL Investment Management
Florida
$572K -$964 -10 -0.2%
ACM
582
Allred Capital Management
Texas
$569K – – –
QWP
583
Quotient Wealth Partners
Texas
$565K +$19.9K +206 +4%
Nomura Holdings
584
Nomura Holdings
Japan
$563K +$252K +2,612 +81%
HIC
585
Holderness Investments Company
North Carolina
$557K -$21.7K -225 -4%
CG
586
Caprock Group
Idaho
$556K +$280K +2,901 +101%
FRM
587
Fox Run Management
Connecticut
$554K -$274K -2,844 -33%
GPA
588
Garrison Point Advisors
California
$553K -$5.69K -59 -1%
MGIA
589
Moneta Group Investment Advisors
Missouri
$552K -$3.08K -32 -0.6%
MA
590
Montag & Associates
Georgia
$543K – – –
BSA
591
Bull Street Advisors
Georgia
$543K -$3.37K -35 -0.6%
ISL
592
Ingalls & Snyder LLC
New York
$539K -$2.89K -30 -0.5%
IAS
593
Investment Advisory Services
Texas
$535K -$6.65K -69 -1%
P
594
Pitcairn
Pennsylvania
$532K +$61.2K +635 +13%
S
595
SignatureFD
Georgia
$524K +$68.6K +712 +15%
GI
596
GAMMA Investing
California
$521K +$262K +2,720 +101%
OL
597
Optas LLC
Texas
$520K +$22.7K +236 +5%
DWM
598
Diversify Wealth Management
Utah
$520K +$536K +5,563 New
PIM
599
Penobscot Investment Management
Massachusetts
$515K -$482 -5 -0.1%
LGF
600
LGT Group Foundation
Liechtenstein
$511K +$262K +2,721 +105%