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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
751
Court Place Advisors
Maryland
$246K -$3.84K -52 -2%
GTCM
752
Gyon Technologies Capital Management
New Jersey
$245K +$231K +3,132 New
ASN
753
Advisory Services Network
Georgia
$244K -$13.6K -184 -6%
TIA
754
Tiemann Investment Advisors
California
$243K -$5.54K -75 -2%
JLBC
755
J.L. Bainbridge & Co
Florida
$242K +$228K +3,089 New
SWMP
756
Signature Wealth Management Partners
New Jersey
$242K +$228K +3,087 New
QCG
757
Quadrant Capital Group
Ohio
$242K +$13.8K +187 +6%
OWP
758
Obermeyer Wealth Partners
Colorado
$242K +$228K +3,085 New
CCA
759
Cobblestone Capital Advisors
New York
$241K +$227K +3,073 New
HIA
760
Harbor Investment Advisory
Maryland
$241K – – –
Lido Advisors
761
Lido Advisors
California
$240K +$227K +3,070 New
FFM
762
Forum Financial Management
Illinois
$239K +$225K +3,049 New
CF
763
Centaurus Financial
California
$237K -$14.5K -196 -6%
JMFC
764
J.M. Forbes & Co
Massachusetts
$236K +$222K +3,008 New
LI
765
LMCG Investments
Massachusetts
$235K +$222K +3,007 New
HCM
766
Howland Capital Management
Massachusetts
$235K +$222K +3,001 New
HW
767
Hancock Whitney
Mississippi
$235K +$221K +2,998 New
SLT
768
St Louis Trust
Missouri
$235K -$97.2K -1,317 -31%
BL
769
Bleichroeder LP
New York
$235K – – –
SFM
770
Systematic Financial Management
New Jersey
$235K – – –
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K – – –
AF
772
Allworth Financial
California
$235K +$56.5K +765 +34%
LCM
773
LCM Capital Management
Illinois
$234K +$220K +2,984 New
GW
774
GW & Wade
Massachusetts
$232K -$30.1K -408 -12%
FHA
775
First Horizon Advisors
Tennessee
$230K -$1.92K -26 -0.9%