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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WC
601
Westhampton Capital
North Carolina
$488K -$96.1K -1,481 -17%
VBCG
602
Valley Brook Capital Group
Pennsylvania
$488K +$469K +7,230 New
AAM
603
AR Asset Management
California
$486K – – –
MC
604
Moors & Cabot
Massachusetts
$484K -$37K -570 -7%
RG
605
Rikoon Group
New Mexico
$484K – – –
TTWM
606
TCV Trust & Wealth Management
Virginia
$482K -$14.6K -225 -3%
Bank Julius Baer & Co
607
Bank Julius Baer & Co
Switzerland
$480K -$74.1K -1,142 -14%
BHWM
608
Bar Harbor Wealth Management
New Hampshire
$480K – – –
Everett Harris & Co
609
Everett Harris & Co
California
$478K -$20.6K -318 -4%
FHB
610
First Hawaiian Bank
Hawaii
$477K -$31.1K -480 -6%
JAG
611
Journey Advisory Group
Kentucky
$474K +$455K +7,012 New
Diversified Trust
612
Diversified Trust
Tennessee
$471K – – –
ACM
613
Allred Capital Management
Texas
$468K -$5K -77 -1%
OFS
614
OneAscent Financial Services
Alabama
$468K +$450K +6,930 New
RWA
615
River Wealth Advisors
Pennsylvania
$463K +$108K +1,658 +32%
Sigma Planning Corp
616
Sigma Planning Corp
Michigan
$462K +$26.1K +402 +6%
KTA
617
Keeley-Teton Advisors
Illinois
$458K – – –
GJIC
618
Gamble Jones Investment Counsel
California
$454K -$1.62K -25 -0.4%
MA
619
Mutual Advisors
Nebraska
$452K +$4.09K +63 +1%
IAS
620
Investment Advisory Services
Texas
$449K -$25.7K -396 -6%
Parallel Advisors
621
Parallel Advisors
California
$447K -$53.8K -829 -11%
GPA
622
Garrison Point Advisors
California
$447K -$30.7K -474 -7%
CT
623
Coastline Trust
Rhode Island
$446K +$73.3K +1,130 +21%
CCT
624
Capital City Trust
Florida
$444K -$216K -3,323 -34%
SNBOSCI
625
Security National Bank of Sioux City Iowa
Iowa
$443K -$7.59K -117 -2%