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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
901
Personal CFO Solutions
New Jersey
$223K +$212K +2,165 New
MF
902
Montis Financial
Massachusetts
$223K -$5.86K -60 -3%
PBC
903
Pavion Blue Capital
California
$222K +$210K +2,151 New
KWA
904
Kingswood Wealth Advisors
California
$222K +$210K +2,150 New
SC
905
SouthState Corp
Florida
$222K -$64.4K -659 -23%
AG
906
Ascent Group
Virginia
$221K +$209K +2,142 New
MA
907
MJP Associates
Connecticut
$221K +$209K +2,138 New
WSC
908
Wellington Shields & Co
New York
$221K – – –
CA
909
Capital Advantage
California
$220K – – –
PCP
910
Proficio Capital Partners
Massachusetts
$219K +$207K +2,119 New
SAM
911
Smartleaf Asset Management
Massachusetts
$216K +$9.57K +98 +5%
CI
912
Conning Inc
Connecticut
$215K +$204K +2,088 New
AF
913
Arrow Financial
New York
$214K +$203K +2,075 New
CPA
914
Court Place Advisors
Maryland
$214K -$13.1K -134 -6%
IAN
915
Integrated Advisors Network
Texas
$213K +$202K +2,063 New
BA
916
Bridgewater Advisors
New York
$213K +$219K +2,241 New
CAM
917
Claret Asset Management
Quebec, Canada
$212K – – –
UFA
918
US Financial Advisors
Massachusetts
$212K +$201K +2,054 New
HTC
919
Haverford Trust Company
Pennsylvania
$212K -$12.2K -125 -6%
IFWM
920
Institute for Wealth Management
Colorado
$211K +$199K +2,042 New
FHA
921
First Horizon Advisors
Tennessee
$210K -$210K -2,151 -51%
MCM
922
Manchester Capital Management
Vermont
$208K -$3.13K -32 -2%
FPL
923
Fortress Private Ledger
North Carolina
$208K +$197K +2,013 New
VHAM
924
Van Hulzen Asset Management
California
$206K – – –
BMM
925
Berkshire Money Management
Massachusetts
$206K +$195K +2,000 New