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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PTCG
826
Pring Turner Capital Group
California
$268K +$257K +3,075 New
OAM
827
Oppenheimer Asset Management
New York
$267K -$51.3K -613 -17%
BCM
828
Breiter Capital Management
Florida
$265K – – –
CPA
829
Capital Planning Advisors
California
$265K +$6.28K +75 +3%
LCM
830
LCM Capital Management
Illinois
$264K -$1.76K -21 -0.7%
ESB
831
Essex Savings Bank
Connecticut
$263K -$20.3K -242 -7%
RCA
832
Resonant Capital Advisors
Wisconsin
$263K +$4.94K +59 +2%
MWM
833
Modera Wealth Management
New Jersey
$263K +$253K +3,021 New
DJSG
834
D.J. St. Germain
Massachusetts
$261K -$17.2K -206 -6%
BL
835
Bleichroeder LP
New York
$261K – – –
SLT
836
St Louis Trust
Missouri
$261K – – –
SFM
837
Systematic Financial Management
New Jersey
$261K – – –
WPW
838
Waldron Private Wealth
Pennsylvania
$261K +$167 +2 +0.1%
MWM
839
Meridian Wealth Management
Kentucky
$260K -$84 -1 -0%
CBA
840
Coastal Bridge Advisors
Connecticut
$259K +$286K +3,414 New
APP
841
Avantax Planning Partners
Iowa
$258K +$7.79K +93 +3%
GWM
842
Geneos Wealth Management
Colorado
$257K -$1K -12 -0.4%
FTC
843
Farmers Trust Company
Ohio
$257K -$419 -5 -0.2%
KPW
844
Kore Private Wealth
New York
$256K -$169K -2,017 -41%
IAA
845
Independent Advisor Alliance
North Carolina
$255K -$14.1K -169 -5%
Lido Advisors
846
Lido Advisors
California
$255K +$5.94K +71 +2%
CAL
847
Capital Analysts LLC
Pennsylvania
$254K -$14.6K -174 -6%
RSVP
848
Ramsay Stattman Vela & Price
Colorado
$254K – – –
CT
849
Chicago Trust
Illinois
$254K +$244K +2,916 New
EN1L
850
Engine No 1 LLC
California
$253K +$243K +2,907 New