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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Concentric Wealth Management
California
$251K +$229K +4,420 New
CCG
777
Cypress Capital Group
Florida
$250K +$228K +4,397 New
HAG
778
HighPoint Advisor Group
Illinois
$249K +$232K +4,469 New
WA
779
WBH Advisory
Maryland
$248K +$227K +4,372 New
LWAC
780
Laurel Wealth Advisors (California)
California
$247K +$225K +4,346 New
LC
781
Lincoln Capital
Nebraska
$246K +$224K +4,318 New
WEC
782
Winslow Evans & Crocker
Massachusetts
$246K +$224K +4,322 New
RG
783
Rathbones Group
United Kingdom
$246K +$224K +4,329 New
SLT
784
St Louis Trust
Missouri
$245K +$224K +4,317 New
AWM
785
Aberdeen Wealth Management
Illinois
$244K +$222K +4,284 New
SACTSONJ
786
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$244K +$223K +4,300 New
AWM
787
Aevitas Wealth Management
Massachusetts
$243K +$222K +4,278 New
EB
788
Eastern Bank
Massachusetts
$240K +$219K +4,221 New
FB
789
Fulton Bank
Pennsylvania
$240K +$219K +4,228 New
WAM
790
Wealthspire Advisors (Maryland)
Maryland
$239K +$218K +4,201 New
UBV
791
United Bank (Virginia)
Virginia
$239K +$218K +4,202 New
FFBTD
792
First Financial Bank - Trust Division
Ohio
$239K +$218K +4,204 New
BC
793
Burleson & Co
California
$237K +$190K +3,673 New
RIA
794
Realta Investment Advisors
Delaware
$237K +$216K +4,170 New
BWA
795
BDO Wealth Advisors
Florida
$237K +$216K +4,171 New
SWM
796
Shakespeare Wealth Management
Wisconsin
$236K +$215K +4,142 New
NED
797
Nancy E. Dempze
$236K +$215K +4,151 New
AC
798
Allstate Corporation
Illinois
$235K +$214K +4,129 New
DWA
799
Douglass Winthrop Advisors
New York
$235K +$214K +4,129 New
TCPWM
800
Traverso Chambers Private Wealth Management
California
$235K +$214K +4,132 New