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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
726
Bragg Financial Advisors
North Carolina
$328K -$26.4K -274 -7%
PSP
727
Principal Street Partners
Tennessee
$327K +$31.1K +323 +11%
DLA
728
Douglas Lane & Associates
New York
$327K +$43.4K +450 +15%
FNB
729
Farmers National Bank
Kentucky
$327K
WSFS
730
Wilmington Savings Fund Society
Delaware
$322K -$105K -1,092 -25%
DWM
731
Defined Wealth Management
Oregon
$322K +$578 +6 +0.2%
DAS
732
Dynamic Advisor Solutions
Arizona
$320K -$47.9K -497 -13%
MP
733
McDonald Partners
Ohio
$320K -$96 -1 -0%
CCB
734
Country Club Bank
Missouri
$319K -$8.96K -93 -3%
FLPIM
735
F.L. Putnam Investment Management
Massachusetts
$316K -$66.2K -687 -17%
PI
736
PFG Investments
New York
$315K -$12.2K -127 -4%
FHA
737
Flagship Harbor Advisors
Massachusetts
$314K -$4.63K -48 -1%
TIA
738
Tiemann Investment Advisors
California
$314K +$12K +125 +4%
TH
739
TCTC Holdings
Texas
$313K -$385 -4 -0.1%
DM
740
Deerfield Management
New York
$313K +$313K +3,248 New
AG
741
AlTi Global
New York
$311K -$20.7K -215 -6%
DCM
742
Donaldson Capital Management
Indiana
$311K
TPI
743
Trust Point Inc
Wisconsin
$309K -$91K -944 -23%
MWM
744
Mission Wealth Management
California
$308K +$71.7K +744 +30%
TCM
745
Telos Capital Management
California
$308K -$18.1K -188 -6%
SCA
746
Stonebridge Capital Advisors
Minnesota
$305K -$17.1K -177 -5%
IFAM
747
Institutional & Family Asset Management
Colorado
$304K
Jones Financial Companies
748
Jones Financial Companies
Missouri
$303K +$212K +2,204 +234%
HWMO
749
Heritage Wealth Management (Ohio)
Ohio
$302K +$300K +3,117 New
RAM
750
Ramirez Asset Management
New York
$300K