OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
851
Crestwood Advisors Group
Massachusetts
$236K +$12.6K +136 +6%
APWM
852
Atlas Private Wealth Management
New York
$235K +$462 +5 +0.2%
ADL
853
Asset Dedication LLC
California
$235K +$92 +1 +0%
GG
854
Greenwood Gearhart
Arkansas
$233K -$2.59K -28 -1%
SL
855
Sentry LLC
Tennessee
$232K – – –
EWA
856
EverSource Wealth Advisors
Alabama
$232K -$6.01K -65 -2%
CPA
857
Capital Planning Advisors
California
$231K +$1.11K +12 +0.5%
OIA
858
Optimum Investment Advisors
Illinois
$231K – – –
ST
859
Sabal Trust
Florida
$229K – – –
BPWM
860
Badgley Phelps Wealth Managers
Washington
$228K -$60.1K -650 -22%
WTA
861
Washington Trust Advisors
Massachusetts
$228K -$41.6K -450 -16%
ATC
862
Adirondack Trust Company
New York
$227K – – –
NRD
863
Nebula Research & Development
New York
$225K -$594K -6,432 -74%
NGA
864
Naples Global Advisors
Florida
$225K – – –
AA
865
AJ Advisors
Tennessee
$224K +$739 +8 +0.4%
BCA
866
Bay Colony Advisors
Massachusetts
$224K +$208K +2,252 New
HIC
867
Hartline Investment Corp
Illinois
$224K +$208K +2,252 New
PWPS
868
Pinnacle Wealth Planning Services
Ohio
$220K -$9.52K -103 -4%
TWP
869
Tyche Wealth Partners
Texas
$219K -$4.62K -50 -2%
PA
870
Procyon Advisors
Connecticut
$217K +$202K +2,189 New
DDC
871
DF Dent & Co
Maryland
$217K -$7.02K -76 -3%
NSIM
872
North Star Investment Management
Illinois
$217K +$54.7K +592 +37%
MCM
873
Manchester Capital Management
Vermont
$215K +$370 +4 +0.2%
IFWM
874
Institute for Wealth Management
Colorado
$215K -$15.9K -172 -7%
LIM
875
Leavell Investment Management
Alabama
$214K +$199K +2,157 New
33 34
35
36 37