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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
UBV
726
United Bank (Virginia)
Virginia
$338K -$9.31K -121 -3%
AP
727
Atwood & Palmer
Missouri
$337K -$29.8K -387 -9%
HI
728
Harbour Investments
Wisconsin
$335K -$9.62K -125 -3%
DJSG
729
D.J. St. Germain
Massachusetts
$334K -$1.31K -17 -0.4%
TCPWM
730
Traverso Chambers Private Wealth Management
California
$334K
CA
731
Clearstead Advisors
Ohio
$330K -$15.2K -198 -5%
BFS
732
Bard Financial Services
Connecticut
$330K
AWM
733
Aberdeen Wealth Management
Illinois
$329K
BA
734
Bennicas & Associates
California
$328K
HWA
735
Heritage Way Advisors
Illinois
$327K
SFG
736
Sovereign Financial Group
Connecticut
$324K
NB
737
Northwest Bancshares
Pennsylvania
$323K -$39.2K -509 -11%
BS
738
Boenning & Scattergood
Pennsylvania
$322K -$12.9K -167 -4%
ATC
739
Adirondack Trust Company
New York
$321K -$9.31K -121 -3%
OPS
740
Orion Portfolio Solutions
Nebraska
$321K +$10.5K +136 +4%
Cerity Partners
741
Cerity Partners
New York
$317K -$1.08K -14 -0.4%
RWA
742
Ropes Wealth Advisors
Massachusetts
$316K
NIM
743
Northeast Investment Management
Massachusetts
$315K -$45.8K -595 -13%
MGIA
744
Moneta Group Investment Advisors
Missouri
$315K -$13.9K -180 -4%
CB
745
Community Bank
New York
$314K -$10.4K -135 -3%
OWP
746
Obermeyer Wealth Partners
Colorado
$314K
CCWA
747
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$314K +$295K +3,835 New
FWM
748
Frontier Wealth Management
Missouri
$310K -$63.8K -829 -18%
NAS
749
Nicolet Advisory Services
Wisconsin
$309K +$385 +5 +0.1%
CFG
750
Cooper Financial Group
California
$308K -$24.1K -313 -8%