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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
701
Spirepoint Private Client
Florida
$386K -$3.48M -46,623 -90%
MAMG
702
Milestone Asset Management Group
Connecticut
$386K +$598 +8 +0.1%
GI
703
GAMMA Investing
California
$385K -$138K -1,844 -26%
SWP
704
Stratos Wealth Partners
Ohio
$385K -$13.9K -186 -3%
TWIM
705
TIAA Wealth Investment Management
New York
$384K -$23.5K -314 -6%
SB
706
Simmons Bank
Arkansas
$382K
O
707
Ossiam
France
$382K -$2.66M -35,590 -87%
TCIIS
708
TIAA-CREF Individual & Institutional Services
New York
$380K +$33.3K +446 +9%
KCM
709
Kathmere Capital Management
Pennsylvania
$380K +$114K +1,526 +40%
Dodge & Cox
710
Dodge & Cox
California
$373K -$59.8K -800 -13%
CSP
711
Cary Street Partners
Virginia
$368K +$1.87K +25 +0.5%
RCAG
712
Rehmann Capital Advisory Group
Michigan
$359K -$3.51K -47 -0.9%
BAAM
713
Baker Avenue Asset Management
California
$358K +$373K +4,997 New
S
714
SignatureFD
Georgia
$357K +$65.9K +882 +22%
GC
715
Grimes & Company
Massachusetts
$356K +$2.39K +32 +0.6%
PPW
716
Parcion Private Wealth
Washington
$354K +$369K +4,938 New
TAM
717
Tocqueville Asset Management
New York
$351K
CIA
718
Choate Investment Advisors
Massachusetts
$351K -$37.9K -507 -9%
EHC
719
Everett Harris & Co
California
$349K +$26.1K +350 +8%
IAS
720
Investment Advisory Services
Texas
$347K -$3.73K -50 -1%
AG
721
Ascent Group
Virginia
$344K +$106K +1,425 +42%
CICI
722
Capital Investment Counsel Inc
North Carolina
$344K +$359K +4,801 New
TSWM
723
Triangle Securities Wealth Management
North Carolina
$343K -$441K -5,906 -55%
ISL
724
Ingalls & Snyder LLC
New York
$342K -$28.4K -380 -7%
VFA
725
Voya Financial Advisors
Connecticut
$342K +$350K +4,685 New