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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
SeaCrest Wealth Management
New York
$355K -$15.7K -197 -4%
WPW
677
Warther Private Wealth
Ohio
$355K -$1.84K -23 -0.5%
FTDI
678
First Trust Direct Indexing
Massachusetts
$353K +$23.7K +297 +7%
PCM
679
Pointe Capital Management
Michigan
$352K
FRM
680
Fox Run Management
Connecticut
$351K -$19.2K -240 -5%
CCT
681
Chemung Canal Trust
New York
$351K -$4K -50 -1%
TIA
682
Tiemann Investment Advisors
California
$350K -$4.63K -58 -1%
BMO
683
Beck Mack & Oliver
New York
$350K
CTA
684
Colonial Trust Advisors
South Carolina
$349K -$35.4K -443 -9%
MPPW
685
Mitchell & Pahl Private Wealth
Oklahoma
$349K -$29.6K -370 -8%
IIA
686
ICW Investment Advisors
Arizona
$347K +$18.5K +232 +5%
MC
687
Machina Capital
France
$347K +$144K +1,798 +66%
TAM
688
Tucker Asset Management
Colorado
$347K
TMAM
689
Tokio Marine Asset Management
Japan
$346K +$76.5K +957 +27%
JWBC
690
J.W. Burns & Co
New York
$344K -$103K -1,295 -22%
FAG
691
Financial Advisory Group
Texas
$344K
SFI
692
Siemens Fonds Invest
Germany
$344K
SC
693
SouthState Corp
Florida
$343K -$140K -1,754 -28%
BTWM
694
Baker Tilly Wealth Management
Wisconsin
$343K +$51.5K +645 +17%
RIM
695
Rockbridge Investment Management
New York
$341K +$2.08K +26 +0.6%
FCCM
696
First City Capital Management
Georgia
$340K
CA
697
Clearstead Advisors
Ohio
$339K +$17.5K +219 +5%
FG
698
Fiduciary Group
Georgia
$338K -$39.4K -493 -10%
Capstone Investment Advisors
699
Capstone Investment Advisors
New York
$338K +$305K +3,819 +670%
RCA
700
Roberts Capital Advisors
Colorado
$337K