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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
876
Dynamic Advisor Solutions
Arizona
$215K -$72.7K -725 -24%
ST
877
Sabal Trust
Florida
$213K – – –
WTA
878
Washington Trust Advisors
Massachusetts
$213K – – –
LSAG
879
Lake Street Advisors Group
New Hampshire
$213K +$15.4K +154 +7%
NAAA
880
New Age Alpha Advisors
New York
$213K +$230K +2,296 New
Capstone Investment Advisors
881
Capstone Investment Advisors
New York
$212K -$132K -1,319 -37%
NGA
882
Naples Global Advisors
Florida
$211K – – –
VAS
883
Vestmark Advisory Solutions
Massachusetts
$211K -$1.91K -19 -0.8%
ADL
884
Asset Dedication LLC
California
$210K -$1.71K -17 -0.7%
ICP
885
Interchange Capital Partners
Pennsylvania
$210K – – –
CWA
886
Carolina Wealth Advisors
South Carolina
$210K +$176K +1,759 +348%
OIA
887
Optimum Investment Advisors
Illinois
$209K – – –
LAM
888
Longboard Asset Management
Arizona
$209K +$227K +2,261 New
FCCM
889
First City Capital Management
Georgia
$208K -$15K -150 -6%
RMCM
890
Reynders McVeigh Capital Management
Massachusetts
$208K +$14.5K +145 +7%
MCA
891
MSH Capital Advisors
Arizona
$207K -$20.1K -200 -8%
BTI
892
Blue Trust Inc
Georgia
$207K -$87.4K -872 -28%
AC
893
Avestar Capital
New York
$206K +$14.3K +143 +7%
MF
894
Montis Financial
Massachusetts
$205K +$11K +110 +5%
HW
895
Hancock Whitney
Mississippi
$205K -$5.92K -59 -3%
TWP
896
Tyche Wealth Partners
Texas
$204K – – –
MPWT
897
MassMutual Private Wealth & Trust
Connecticut
$204K +$10K +100 +5%
CPA
898
Court Place Advisors
Maryland
$204K -$31.7K -316 -13%
HI
899
Harbour Investments
Wisconsin
$204K +$2.71K +27 +1%
NIM
900
Northeast Investment Management
Massachusetts
$203K – – –