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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
701
Roberts Capital Advisors
Colorado
$381K +$366K +4,374 New
NEGWA
702
New England Guild Wealth Advisors
Connecticut
$378K +$363K +4,337 New
QC
703
Quadrature Capital
United Kingdom
$378K +$364K +4,346 New
WJWM
704
Williams Jones Wealth Management
New York
$376K -$6.7K -80 -2%
Rafferty Asset Management
705
Rafferty Asset Management
New York
$374K -$145K -1,727 -29%
SACTSONJ
706
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$374K
FTDI
707
First Trust Direct Indexing
Massachusetts
$373K -$837 -10 -0.2%
DMC
708
Drexel Morgan & Co
Pennsylvania
$373K
MYIA
709
Mount Yale Investment Advisors
Colorado
$373K +$2.18K +26 +0.6%
IIA
710
ICW Investment Advisors
Arizona
$372K +$76.3K +911 +27%
CFO
711
Collective Family Office
Pennsylvania
$370K -$39.4K -471 -10%
CWM
712
Concentric Wealth Management
California
$368K
NAM
713
NTV Asset Management
West Virginia
$367K -$13.1K -157 -4%
UBV
714
United Bank (Virginia)
Virginia
$366K -$4.18K -50 -1%
CA
715
Clearstead Advisors
Ohio
$365K -$33.1K -396 -9%
FCCM
716
First City Capital Management
Georgia
$364K -$63.9K -763 -15%
CFA
717
Carroll Financial Associates
North Carolina
$363K +$1.51K +18 +0.4%
SLF
718
Sun Life Financial
Ontario, Canada
$362K +$19K +227 +6%
SWM
719
Shakespeare Wealth Management
Wisconsin
$361K -$1.67K -20 -0.5%
CAG
720
Csenge Advisory Group
Florida
$359K -$1K -12 -0.3%
AP
721
Atwood & Palmer
Missouri
$359K
CCM
722
Covington Capital Management
California
$356K -$20.9K -250 -6%
TCPWM
723
Traverso Chambers Private Wealth Management
California
$356K
BFS
724
Bard Financial Services
Connecticut
$352K
FNT
725
First National Trust
Pennsylvania
$350K -$45.6K -545 -12%