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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
776
Institute for Wealth Management
Colorado
$263K -$40.7K -628 -14%
CCFCSB
777
Cape Cod Five Cents Savings Bank
Massachusetts
$263K -$31.4K -484 -11%
LWAC
778
Laurel Wealth Advisors (California)
California
$263K -$27.2K -420 -10%
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$262K -$118K -1,814 -32%
F
780
F3Logic
Minnesota
$262K +$252K +3,886 New
DWA
781
Douglass Winthrop Advisors
New York
$260K -$65.1K -1,003 -21%
IHL
782
Investment House LLC
California
$260K
DFA
783
Delta Financial Advisors
Louisiana
$259K -$23.9K -368 -9%
OWP
784
Obermeyer Wealth Partners
Colorado
$259K -$9.41K -145 -4%
CAL
785
Capital Analysts LLC
Pennsylvania
$258K -$45.2K -697 -15%
AWM
786
Altium Wealth Management
New York
$257K -$3.05K -47 -1%
CIC
787
Crawford Investment Counsel
Georgia
$255K -$197K -3,036 -45%
HCM
788
Howland Capital Management
Massachusetts
$255K -$32.4K -500 -12%
NAS
789
Nicolet Advisory Services
Wisconsin
$255K -$584 -9 -0.2%
ST
790
Spinnaker Trust
Maine
$255K
LWANC
791
Laurel Wealth Advisors (North Carolina)
North Carolina
$251K -$35.8K -552 -13%
Members Trust
792
Members Trust
Florida
$250K -$37K -570 -13%
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$11.3K +174 +5%
BC
794
Burleson & Co
California
$248K
JHP
795
James Hambro & Partners
United Kingdom
$248K +$238K +3,667 New
IIM
796
Ipswich Investment Management
Massachusetts
$248K +$239K +3,678 New
IWC
797
Integrated Wealth Concepts
Massachusetts
$247K +$238K +3,662 New
CCMW
798
Cypress Capital Management (Wyoming)
Wyoming
$246K
IP
799
Intellectus Partners
California
$245K -$72.6K -1,119 -24%
FNB
800
Farmers National Bank
Kentucky
$245K +$235K +3,625 New