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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Modera Wealth Management
New Jersey
$263K +$253K +3,021 New
DJSG
827
D.J. St. Germain
Massachusetts
$261K -$17.2K -206 -6%
BL
828
Bleichroeder LP
New York
$261K
SLT
829
St Louis Trust
Missouri
$261K
SFM
830
Systematic Financial Management
New Jersey
$261K
WPW
831
Waldron Private Wealth
Pennsylvania
$261K +$167 +2 +0.1%
MWM
832
Meridian Wealth Management
Kentucky
$260K -$84 -1 -0%
CBA
833
Coastal Bridge Advisors
Connecticut
$259K +$286K +3,414 New
APP
834
Avantax Planning Partners
Iowa
$258K +$7.79K +93 +3%
GWM
835
Geneos Wealth Management
Colorado
$257K -$1K -12 -0.4%
FTC
836
Farmers Trust Company
Ohio
$257K -$419 -5 -0.2%
KPW
837
Kore Private Wealth
New York
$256K -$169K -2,017 -41%
IAA
838
Independent Advisor Alliance
North Carolina
$255K -$14.1K -169 -5%
Lido Advisors
839
Lido Advisors
California
$255K +$5.94K +71 +2%
CAL
840
Capital Analysts LLC
Pennsylvania
$254K -$14.6K -174 -6%
RSVP
841
Ramsay Stattman Vela & Price
Colorado
$254K
CT
842
Chicago Trust
Illinois
$254K +$244K +2,916 New
EN1L
843
Engine No 1 LLC
California
$253K +$243K +2,907 New
HCM
844
Howland Capital Management
Massachusetts
$251K -$35.4K -423 -13%
CWM
845
Calamos Wealth Management
Illinois
$251K +$3.93K +47 +2%
IFWM
846
Institute for Wealth Management
Colorado
$249K -$502 -6 -0.2%
CIC
847
Crawford Investment Counsel
Georgia
$248K -$12.1K -144 -5%
TA
848
Tiedemann Advisors
New York
$248K
OPS
849
Orion Portfolio Solutions
Nebraska
$246K +$251 +3 +0.1%
SFA
850
Sequoia Financial Advisors
Ohio
$246K +$236K +2,821 New