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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$245K -$176 -2 -0.1%
SW
827
SlateStone Wealth
Florida
$245K – – –
FCH
828
Freestone Capital Holdings
Washington
$245K +$10.3K +117 +4%
FNB
829
Farmers National Bank
Kentucky
$245K +$319K +3,625 New
DHFB
830
Dixon Hubard Feinour & Brown
Virginia
$244K -$107K -1,216 -29%
FTC
831
Farmers Trust Company
Ohio
$244K -$879 -10 -0.3%
CPA
832
Capital Planning Advisors
California
$244K – – –
RCA
833
Resonant Capital Advisors
Wisconsin
$243K +$4.66K +53 +2%
JAFL
834
Jay A. Fishman Ltd
Michigan
$241K -$163K -1,850 -39%
Verition Fund Management
835
Verition Fund Management
Connecticut
$241K -$2.43M -27,652 -90%
MPWT
836
MassMutual Private Wealth & Trust
Connecticut
$241K -$14.3K -163 -5%
MAM
837
Meeder Asset Management
Ohio
$241K +$53.8K +612 +26%
RSVP
838
Ramsay Stattman Vela & Price
Colorado
$240K -$9.85K -112 -4%
TA
839
Tiedemann Advisors
New York
$236K -$19K -216 -7%
IFWM
840
Institute for Wealth Management
Colorado
$236K -$2.64K -30 -1%
APP
841
Avantax Planning Partners
Iowa
$236K +$791 +9 +0.3%
Lido Advisors
842
Lido Advisors
California
$235K +$251K +2,859 New
LB
843
Legacy Bridge
Iowa
$234K -$879 -10 -0.4%
OPS
844
Orion Portfolio Solutions
Nebraska
$233K -$96.1K -1,093 -28%
CWM
845
Calamos Wealth Management
Illinois
$233K – – –
TNA
846
True North Advisors
Texas
$233K – – –
AS
847
Altshuler Shaham
Israel
$233K +$239K +2,722 +3,024%
WANY
848
Wealthspire Advisors (New York)
New York
$231K +$247K +2,805 New
DLA
849
Douglas Lane & Associates
New York
$230K -$22.4K -255 -8%
DMBA
850
Deseret Mutual Benefit Administrators
Utah
$230K +$202K +2,299 +459%