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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
776
Kistler-Tiffany Companies
Pennsylvania
$228K -$3.25K -44 -1%
LB
777
Legacy Bridge
Iowa
$228K
AA
778
Ancora Advisors
Ohio
$224K -$2.14K -29 -1%
ST
779
Spinnaker Trust
Maine
$224K +$211K +2,856 New
MMPW
780
Mitchell McLeod Pugh & Williams
Alabama
$223K +$211K +2,853 New
PFS
781
Prospera Financial Services
Texas
$223K +$211K +2,852 New
9WM
782
9258 Wealth Management
Ohio
$223K +$210K +2,849 New
FFA
783
First Foundation Advisors
California
$221K -$28.6K -387 -12%
EWA
784
EP Wealth Advisors
California
$221K +$208K +2,821 New
ESB
785
Essex Savings Bank
Connecticut
$220K +$207K +2,810 New
SIA
786
SkyView Investment Advisors
New Jersey
$220K +$207K +2,809 New
FCAG
787
First Capital Advisors Group
New Jersey
$220K +$207K +2,809 New
IF
788
Intrua Financial
Texas
$220K +$204K +2,757 New
NIM
789
Northeast Investment Management
Massachusetts
$218K +$205K +2,781 New
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$206K +2,784 New
KOMWMG
791
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$204K +2,765 New
CSS
792
Cubist Systematic Strategies
Connecticut
$215K -$1.4M -18,935 -87%
ICG
793
InterOcean Capital Group
Tennessee
$215K +$203K +2,747 New
FTC
794
Farmers Trust Company
Ohio
$213K +$201K +2,725 New
BAM
795
Belpointe Asset Management
Nevada
$213K +$50.5K +684 +34%
PG
796
Proffitt & Goodson
Tennessee
$212K
QI
797
Qtron Investments
Massachusetts
$212K +$199K +2,701 New
Dimensional Fund Advisors
798
Dimensional Fund Advisors
Texas
$211K +$943K +12,773 +0.5%
BEAM
799
Baker Ellis Asset Management
Washington
$211K +$199K +2,696 New
PGCM
800
Prescott Group Capital Management
Oklahoma
$211K +$199K +2,700 New