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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
751
Avity Investment Management
Connecticut
$213K -$9.14K -125 -4%
LBC
752
Lowe Brockenbrough & Co
Virginia
$213K -$1.83K -25 -0.7%
AWM
753
Apollon Wealth Management
South Carolina
$213K +$34K +465 +16%
Credit Agricole
754
Credit Agricole
France
$213K +$244K +3,340 New
AUB
755
Atlantic Union Bankshares
Virginia
$211K -$348K -4,750 -59%
DWM
756
Defined Wealth Management
Oregon
$211K – – –
RIL
757
Rothschild Investment LLC
Illinois
$211K – – –
BWP
758
BSW Wealth Partners
Colorado
$211K +$242K +3,312 New
ASN
759
Advisory Services Network
Georgia
$210K -$30K -410 -11%
SLF
760
Sun Life Financial
Ontario, Canada
$206K -$46.3K -633 -16%
CF
761
Centaurus Financial
California
$206K -$5.78K -79 -2%
SNB
762
Security National Bank
Nebraska
$206K – – –
FFA
763
First Foundation Advisors
California
$205K -$487K -6,660 -67%
DJSG
764
D.J. St. Germain
Massachusetts
$204K – – –
IFAM
765
Institutional & Family Asset Management
Colorado
$204K – – –
TIA
766
Tiemann Investment Advisors
California
$203K -$101K -1,375 -30%
MWM
767
Meridian Wealth Management
Kentucky
$203K -$11.6K -158 -5%
CPA
768
Court Place Advisors
Maryland
$203K -$9.95K -136 -4%
RCA
769
Resonant Capital Advisors
Wisconsin
$203K +$1.1K +15 +0.5%
SFA
770
Sequoia Financial Advisors
Ohio
$201K -$21.1K -288 -8%
OAM
771
Oppenheimer Asset Management
New York
$200K -$8.05K -110 -3%
HIA
772
Harbor Investment Advisory
Maryland
$196K -$27.3K -373 -11%
LWCFA
773
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$191K -$15.3K -209 -7%
BL
774
Bleichroeder LP
New York
$191K – – –
SFM
775
Systematic Financial Management
New Jersey
$191K – – –