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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
826
Dixon Hubard Feinour & Brown
Virginia
$244K -$107K -1,216 -29%
FTC
827
Farmers Trust Company
Ohio
$244K -$879 -10 -0.3%
CPA
828
Capital Planning Advisors
California
$244K
RCA
829
Resonant Capital Advisors
Wisconsin
$243K +$4.66K +53 +2%
JAFL
830
Jay A. Fishman Ltd
Michigan
$241K -$163K -1,850 -39%
Verition Fund Management
831
Verition Fund Management
Connecticut
$241K -$2.43M -27,652 -90%
MPWT
832
MassMutual Private Wealth & Trust
Connecticut
$241K -$14.3K -163 -5%
MAM
833
Meeder Asset Management
Ohio
$241K +$53.8K +612 +26%
RSVP
834
Ramsay Stattman Vela & Price
Colorado
$240K -$9.85K -112 -4%
TA
835
Tiedemann Advisors
New York
$236K -$19K -216 -7%
IFWM
836
Institute for Wealth Management
Colorado
$236K -$2.64K -30 -1%
APP
837
Avantax Planning Partners
Iowa
$236K +$791 +9 +0.3%
Lido Advisors
838
Lido Advisors
California
$235K +$251K +2,859 New
LB
839
Legacy Bridge
Iowa
$234K -$879 -10 -0.4%
OPS
840
Orion Portfolio Solutions
Nebraska
$233K -$96.1K -1,093 -28%
CWM
841
Calamos Wealth Management
Illinois
$233K
TNA
842
True North Advisors
Texas
$233K
AS
843
Altshuler Shaham
Israel
$233K +$239K +2,722 +3,024%
WANY
844
Wealthspire Advisors (New York)
New York
$231K +$247K +2,805 New
DLA
845
Douglas Lane & Associates
New York
$230K -$22.4K -255 -8%
DMBA
846
Deseret Mutual Benefit Administrators
Utah
$230K +$202K +2,299 +459%
MPI
847
Mairs & Power Inc
Minnesota
$229K -$22K -250 -8%
PG
848
Proffitt & Goodson
Tennessee
$228K -$1.23K -14 -0.5%
ADL
849
Asset Dedication LLC
California
$228K +$88 +1 +0%
AWM
850
Aevitas Wealth Management
Massachusetts
$227K +$440 +5 +0.2%