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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
751
Tiemann Investment Advisors
California
$243K -$5.54K -75 -2%
JLBC
752
J.L. Bainbridge & Co
Florida
$242K +$228K +3,089 New
SWMP
753
Signature Wealth Management Partners
New Jersey
$242K +$228K +3,087 New
QCG
754
Quadrant Capital Group
Ohio
$242K +$13.8K +187 +6%
OWP
755
Obermeyer Wealth Partners
Colorado
$242K +$228K +3,085 New
CCA
756
Cobblestone Capital Advisors
New York
$241K +$227K +3,073 New
HIA
757
Harbor Investment Advisory
Maryland
$241K
Lido Advisors
758
Lido Advisors
California
$240K +$227K +3,070 New
FFM
759
Forum Financial Management
Illinois
$239K +$225K +3,049 New
CF
760
Centaurus Financial
California
$237K -$14.5K -196 -6%
JMFC
761
J.M. Forbes & Co
Massachusetts
$236K +$222K +3,008 New
LI
762
LMCG Investments
Massachusetts
$235K +$222K +3,007 New
HCM
763
Howland Capital Management
Massachusetts
$235K +$222K +3,001 New
HW
764
Hancock Whitney
Mississippi
$235K +$221K +2,998 New
SLT
765
St Louis Trust
Missouri
$235K -$97.2K -1,317 -31%
BL
766
Bleichroeder LP
New York
$235K
SFM
767
Systematic Financial Management
New Jersey
$235K
LWCFA
768
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K
AF
769
Allworth Financial
California
$235K +$56.5K +765 +34%
LCM
770
LCM Capital Management
Illinois
$234K +$220K +2,984 New
GW
771
GW & Wade
Massachusetts
$232K -$30.1K -408 -12%
FHA
772
First Horizon Advisors
Tennessee
$230K -$1.92K -26 -0.9%
FCBT
773
First Citizens Bank & Trust
North Carolina
$230K +$217K +2,940 New
CWM
774
Calamos Wealth Management
Illinois
$229K +$216K +2,925 New
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K -$2.81K -38 -1%