OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
776
Journey Strategic Wealth
New Jersey
$269K +$38.5K +440 +14%
AIP
777
Ameritas Investment Partners
Nebraska
$269K -$7.96K -91 -3%
HW
778
HORAN Wealth
Ohio
$267K – – –
CCM
779
Copeland Capital Management
Pennsylvania
$267K +$46.7K +534 +18%
AP
780
Americana Partners
Texas
$264K +$1.31K +15 +0.4%
BIA
781
Bell Investment Advisors
California
$263K – – –
VFA
782
Valeo Financial Advisors
Indiana
$262K -$115K -1,316 -28%
GDP
783
Great Diamond Partners
Maine
$262K -$4.64K -53 -2%
KA
784
Kintegral Advisory
New York
$261K -$13.1K -150 -4%
CW
785
CreativeOne Wealth
Kansas
$261K +$40.2K +460 +16%
AG
786
Ascent Group
Virginia
$260K +$40.8K +466 +16%
FNB
787
Farmers National Bank
Kentucky
$260K – – –
IFG
788
Independent Financial Group
California
$259K -$89.5K -1,023 -23%
WS
789
Wedbush Securities
California
$259K -$279K -3,194 -49%
SPI
790
Strategic Planning Inc
Ohio
$258K +$1.49K +17 +0.5%
FIM
791
Fruth Investment Management
Texas
$258K -$4.64K -53 -2%
NB
792
Northwest Bancshares
Pennsylvania
$258K -$7.61K -87 -3%
HCM
793
Howland Capital Management
Massachusetts
$256K – – –
AA
794
Addison Advisors
Vermont
$254K -$14K -160 -5%
DMBA
795
Deseret Mutual Benefit Administrators
Utah
$254K +$128K +1,460 +79%
AWM
796
Aberdeen Wealth Management
Illinois
$254K – – –
BWAM
797
Boyd Watterson Asset Management
Ohio
$253K +$5.69K +65 +2%
ACA
798
Aptus Capital Advisors
Alabama
$252K -$200K -2,282 -41%
FCBT
799
First Citizens Bank & Trust
North Carolina
$252K -$1.66K -19 -0.6%
RCA
800
Resonant Capital Advisors
Wisconsin
$251K -$875 -10 -0.3%
30 31
32
33 34