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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
776
New England Capital Financial Advisors
Connecticut
$292K +$647 +7 +0.2%
CCIA
777
Campbell & Co Investment Adviser
Maryland
$291K -$182K -1,965 -40%
WB
778
Webster Bank
Connecticut
$290K -$16.1K -174 -6%
SWMP
779
Signature Wealth Management Partners
New Jersey
$289K
SC
780
SouthState Corp
Florida
$289K -$30.8K -333 -10%
CW
781
CreativeOne Wealth
Kansas
$288K +$268K +2,904 New
Bank Julius Baer & Co
782
Bank Julius Baer & Co
Switzerland
$287K -$34.6K -374 -11%
AIM
783
Avity Investment Management
Connecticut
$286K
FFS
784
Founders Financial Securities
Maryland
$286K
CG
785
Caprock Group
Idaho
$286K -$167K -1,809 -39%
JMFC
786
J.M. Forbes & Co
Massachusetts
$284K -$11.3K -122 -4%
ZIC
787
ZWJ Investment Counsel
Georgia
$283K +$264K +2,854 New
AA
788
Ancora Advisors
Ohio
$282K +$92 +1 +0%
MMPW
789
Mitchell McLeod Pugh & Williams
Alabama
$279K -$4.07K -44 -2%
CGL
790
Clarius Group LLC
Washington
$278K -$29.2K -316 -10%
SIG
791
Sky Investment Group
Connecticut
$277K -$13.9K -150 -5%
ST
792
Spinnaker Trust
Maine
$275K -$22.2K -240 -8%
KOMWMG
793
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K
CT
794
Colonial Trust
South Carolina
$274K -$13.1K -142 -5%
GVAG
795
Great Valley Advisor Group
Delaware
$273K -$40.1K -434 -14%
ST
796
Sentinel Trust
Texas
$273K
ICG
797
InterOcean Capital Group
Tennessee
$271K -$1.48K -16 -0.6%
ESB
798
Essex Savings Bank
Connecticut
$268K
FCCM
799
First City Capital Management
Georgia
$268K -$127K -1,375 -34%
PPWP
800
Premier Path Wealth Partners
New Jersey
$268K +$3.6K +39 +1%