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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Aprio Wealth Management
Georgia
$248K +$231K +2,496 New
NIM
827
Northeast Investment Management
Massachusetts
$248K – – –
CCA
828
Cobblestone Capital Advisors
New York
$245K +$18.5K +200 +9%
HCM
829
Howland Capital Management
Massachusetts
$245K -$6.19K -67 -3%
GLA
830
Great Lakes Advisors
Illinois
$244K -$2.5K -27 -1%
WFAG
831
Wescott Financial Advisory Group
Pennsylvania
$244K +$185 +2 +0.1%
MWM
832
Mission Wealth Management
California
$244K +$14.1K +153 +7%
LI
833
LMCG Investments
Massachusetts
$244K -$50.5K -546 -18%
BJL
834
Brighton Jones LLC
Washington
$244K -$15.2K -164 -6%
DFCM
835
Dark Forest Capital Management
Puerto Rico
$243K -$228K -2,464 -50%
FTC
836
Farmers Trust Company
Ohio
$243K – – –
GC
837
Gratus Capital
Georgia
$243K – – –
DWT
838
Dorsey & Whitney Trust
South Dakota
$243K +$7.39K +80 +3%
CTA
839
Colonial Trust Advisors
South Carolina
$243K +$1.94K +21 +0.9%
PFS
840
Prospera Financial Services
Texas
$242K -$19.3K -209 -8%
TW
841
TritonPoint Wealth
Maryland
$242K +$10.4K +113 +4%
CSS
842
Cubist Systematic Strategies
Connecticut
$241K -$1.74M -18,870 -89%
MNG
843
Manning & Napier Group
New York
$240K – – –
AA
844
Advisory Alpha
Michigan
$240K +$739 +8 +0.3%
MF
845
Montis Financial
Massachusetts
$239K -$6.01K -65 -3%
COCM
846
Charter Oak Capital Management
New Hampshire
$238K -$1.94K -21 -0.9%
CC
847
Callan Capital
California
$237K -$924 -10 -0.4%
Capstone Investment Advisors
848
Capstone Investment Advisors
New York
$237K +$221K +2,386 New
AO
849
Advisor OS
Illinois
$237K +$2.96K +32 +1%
AWM
850
Avior Wealth Management
Nebraska
$236K +$175K +1,894 +389%