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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
751
Bar Harbor Wealth Management
New Hampshire
$292K -$15.7K -180 -5%
SFG
752
Sovereign Financial Group
Connecticut
$292K -$3.59K -41 -1%
RIL
753
Rothschild Investment LLC
Illinois
$291K -$139K -1,584 -30%
KCM
754
Kathmere Capital Management
Pennsylvania
$291K +$115K +1,311 +53%
BPAMU
755
BTG Pactual Asset Management US
New York
$291K +$53.9K +616 +20%
AI
756
Atom Investors
Texas
$290K -$63.3K -724 -16%
RSWA
757
Robinson Smith Wealth Advisors
Maine
$286K – – –
Crestwood Advisors Group
758
Crestwood Advisors Group
Massachusetts
$286K +$78K +891 +32%
TTWM
759
TCV Trust & Wealth Management
Virginia
$286K -$9.8K -112 -3%
Profund Advisors
760
Profund Advisors
Maryland
$282K +$12.1K +138 +4%
FCP
761
Fidelis Capital Partners
Florida
$281K +$8.05K +92 +3%
Busey Bank
762
Busey Bank
Illinois
$280K -$36.6K -418 -10%
CI
763
Cigna Investments
Connecticut
$278K -$18.5K -212 -6%
LGT Group Foundation
764
LGT Group Foundation
Liechtenstein
$278K – – –
GWM
765
GSB Wealth Management
Connecticut
$277K -$525 -6 -0.2%
I
766
InceptionR
California
$275K -$697K -7,968 -69%
MNBTD
767
Moody National Bank Trust Division
Texas
$275K +$5.6K +64 +2%
Armistice Capital
768
Armistice Capital
New York
$272K +$309K +3,535 New
Cullen/Frost Bankers
769
Cullen/Frost Bankers
Texas
$271K -$5.95K -68 -2%
BWP
770
BSW Wealth Partners
Colorado
$270K +$700 +8 +0.2%
FG
771
Fiduciary Group
Georgia
$270K -$20.6K -235 -6%
Menora Mivtachim Holdings
772
Menora Mivtachim Holdings
Israel
$270K – – –
CCM
773
Chiron Capital Management
Florida
$270K +$306K +3,500 New
SMH
774
Sanders Morris Harris
Texas
$270K +$306K +3,500 New
HIC
775
Holderness Investments Company
North Carolina
$269K -$4.99K -57 -2%