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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
776
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$279K -$39.3K -447 -12%
LA
777
LVW Advisors
New York
$279K +$298K +3,389 New
IIA
778
ICW Investment Advisors
Arizona
$277K +$296K +3,367 New
PFGIA
779
Patriot Financial Group Insurance Agency
Massachusetts
$274K -$16K -182 -5%
ACM
780
Argent Capital Management
Missouri
$274K
AIM
781
Avity Investment Management
Connecticut
$274K +$67.6K +769 +30%
HIA
782
Harbor Investment Advisory
Maryland
$272K -$8.62K -98 -3%
HCM
783
Howland Capital Management
Massachusetts
$272K -$3.25K -37 -1%
DWM
784
Defined Wealth Management
Oregon
$272K
RIL
785
Rothschild Investment LLC
Illinois
$272K
ATC
786
Adirondack Trust Company
New York
$271K -$48.4K -550 -14%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K -$10.7K -122 -4%
MIC
788
Meridian Investment Counsel
California
$271K
IFAM
789
Institutional & Family Asset Management
Colorado
$268K
EP
790
Eudaimonia Partners
Tennessee
$268K +$62.8K +714 +28%
BEAM
791
Baker Ellis Asset Management
Washington
$265K +$8.79K +100 +3%
DJSG
792
D.J. St. Germain
Massachusetts
$264K -$77.3K -879 -22%
HW
793
Hancock Whitney
Mississippi
$264K -$791 -9 -0.3%
NFG
794
Next Financial Group
Texas
$263K +$22.9K +261 +9%
CGL
795
Clarius Group LLC
Washington
$262K +$12.4K +141 +5%
AA
796
Ancora Advisors
Ohio
$260K -$12.5K -142 -4%
SWMP
797
Signature Wealth Management Partners
New Jersey
$260K
BJL
798
Brighton Jones LLC
Washington
$260K +$22.2K +252 +9%
1832 Asset Management
799
1832 Asset Management
Ontario, Canada
$260K +$273K +3,103 New
GIM
800
Goelzer Investment Management
Indiana
$259K -$40.4K -460 -13%