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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
776
Defined Wealth Management
Oregon
$255K
LWCFA
777
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K -$1.6K -20 -0.6%
RIL
778
Rothschild Investment LLC
Illinois
$254K
DMBA
779
Deseret Mutual Benefit Administrators
Utah
$252K -$39.3K -492 -13%
OSAM
780
O'Shaughnessy Asset Management
Connecticut
$251K +$74.6K +933 +40%
JMFC
781
J.M. Forbes & Co
Massachusetts
$250K -$400 -5 -0.2%
JAFL
782
Jay A. Fishman Ltd
Michigan
$250K
B
783
Bailard
California
$249K -$3.2K -40 -1%
EP
784
Eudaimonia Partners
Tennessee
$249K +$259K +3,241 New
RMC
785
Resources Management Corp
Connecticut
$248K -$45.3K -567 -15%
TCM
786
Teza Capital Management
Illinois
$248K +$69.9K +875 +37%
Wolverine Trading
787
Wolverine Trading
Illinois
$248K +$255K +3,194 New
SNB
788
Security National Bank
Nebraska
$248K +$258K +3,226 New
IFAM
789
Institutional & Family Asset Management
Colorado
$247K -$3.68K -46 -1%
NF
790
NTB Financial
Colorado
$247K
AWM
791
Apollon Wealth Management
South Carolina
$246K +$256K +3,201 New
OAM
792
Oppenheimer Asset Management
New York
$244K +$7.83K +98 +3%
Lido Advisors
793
Lido Advisors
California
$244K +$19.3K +242 +8%
MMPW
794
Mitchell McLeod Pugh & Williams
Alabama
$243K
SWMP
795
Signature Wealth Management Partners
New Jersey
$243K
GIM
796
Goelzer Investment Management
Indiana
$242K -$4.63K -58 -2%
FHA
797
First Horizon Advisors
Tennessee
$241K -$15.8K -198 -6%
BEAM
798
Baker Ellis Asset Management
Washington
$241K -$7.99K -100 -3%
WPW
799
Waldron Private Wealth
Pennsylvania
$241K +$10.3K +129 +4%
KPW
800
Kore Private Wealth
New York
$240K +$14.1K +176 +6%