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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$462K +$109K +1,789 +31%
EHC
602
Everett Harris & Co
California
$461K -$32.8K -537 -7%
TTWM
603
TCV Trust & Wealth Management
Virginia
$459K -$7.65K -125 -2%
QI
604
Qtron Investments
Massachusetts
$453K +$191K +3,119 +75%
AAM
605
AR Asset Management
California
$449K
AIA
606
Avalon Investment & Advisory
Texas
$449K +$6.12K +100 +1%
RG
607
Rikoon Group
New Mexico
$447K -$5.14K -84 -1%
BHWM
608
Bar Harbor Wealth Management
New Hampshire
$444K -$28K -457 -6%
IAS
609
Investment Advisory Services
Texas
$444K +$11.5K +188 +3%
GPA
610
Garrison Point Advisors
California
$443K +$43.8K +716 +11%
CA
611
Clearstead Advisors
Ohio
$442K -$92.4K -1,511 -18%
Mercer Global Advisors
612
Mercer Global Advisors
Colorado
$441K -$189K -3,092 -30%
TW
613
Transform Wealth
Colorado
$439K -$17.6K -288 -4%
ACM
614
Allred Capital Management
Texas
$438K -$2.81K -46 -0.7%
BFM
615
Boston Financial Management
Massachusetts
$437K -$76.5K -1,250 -15%
DT
616
Diversified Trust
Tennessee
$436K +$119K +1,942 +39%
UB
617
UMB Bank
Missouri
$433K
EM
618
Excalibur Management
Massachusetts
$432K +$245 +4 +0.1%
HIC
619
Holderness Investments Company
North Carolina
$431K +$14K +229 +3%
KFS
620
Kurt F. Somerville
$425K -$943K -15,413 -69%
CIC
621
Crawford Investment Counsel
Georgia
$425K -$614K -10,040 -60%
PCTC
622
Perkins Coie Trust Company
Washington
$424K -$8.81K -144 -2%
E
623
Ergoteles
New York
$424K +$416K +6,800 New
KTA
624
Keeley-Teton Advisors
Illinois
$423K
KFC
625
Klingenstein Fields & Co
New York
$422K -$110K -1,800 -21%