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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Meridian Wealth Management
Kentucky
$299K +$299K +3,104 New
BWP
752
BSW Wealth Partners
Colorado
$295K -$12.6K -131 -4%
FFA
753
First Foundation Advisors
California
$294K -$46K -477 -13%
KFS
754
Keynote Financial Services
Connecticut
$294K
JLBC
755
J.L. Bainbridge & Co
Florida
$293K +$1.16K +12 +0.4%
GPI
756
General Partner Inc
Pennsylvania
$292K +$2.79K +29 +1%
CF
757
Centaurus Financial
California
$291K -$3.08K -32 -1%
CC
758
Courier Capital
New York
$290K
FCG
759
Fielder Capital Group
Tennessee
$289K +$1.64K +17 +0.6%
BL
760
Bleichroeder LP
New York
$289K
SLT
761
St Louis Trust
Missouri
$289K
SFM
762
Systematic Financial Management
New Jersey
$289K
KIA
763
KCM Investment Advisors
California
$288K -$22.4K -232 -7%
JF
764
Jump Financial
Illinois
$288K -$8.26M -85,727 -97%
SAM
765
S.A. Mason
Michigan
$288K
ASN
766
Advisory Services Network
Georgia
$287K -$20.3K -211 -7%
AWM
767
Aprio Wealth Management
Georgia
$287K +$46.5K +482 +19%
Members Trust
768
Members Trust
Florida
$285K
AWM
769
AE Wealth Management
Kansas
$284K +$284K +2,948 New
RP
770
Riverwater Partners
Wisconsin
$284K -$4.72K -49 -2%
NECFA
771
New England Capital Financial Advisors
Connecticut
$283K +$771 +8 +0.3%
HH
772
Hilltop Holdings
Texas
$283K -$7.42K -77 -3%
LCM
773
LCM Capital Management
Illinois
$283K -$1.25K -13 -0.4%
VAS
774
Vestmark Advisory Solutions
Massachusetts
$282K -$4.92K -51 -2%
EFSCE
775
Enterprise Financial Services Corp (EFSC)
Missouri
$282K -$17.4K -181 -6%