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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
926
Resources Management Corp
Connecticut
$137K
WWA
927
Wingate Wealth Advisors
Massachusetts
$135K +$147K +1,463 New
AIM
928
Acropolis Investment Management
Missouri
$133K
GM
929
GeoWealth Management
Illinois
$132K -$22.9K -228 -14%
FFA
930
Farther Finance Advisors
California
$128K -$24.1K -240 -15%
CSC
931
Caldwell Sutter Capital
California
$127K
FDCP
932
Foster Dykema Cabot & Partners
Massachusetts
$127K
ACA
933
Atlas Capital Advisors
Wyoming
$126K +$135K +1,350 +9,643%
AWM
934
AllSquare Wealth Management
New York
$125K
QC
935
Quent Capital
New York
$124K
FLP
936
Financial Life Planners
Arizona
$124K +$134K +1,337 New
AssetMark Inc
937
AssetMark Inc
California
$123K +$85.1K +849 +178%
SWM
938
Spire Wealth Management
Virginia
$120K +$39.3K +392 +43%
CFO
939
CVA Family Office
Colorado
$120K +$5.21K +52 +4%
SC
940
Steph & Co
Wisconsin
$117K
EPIM
941
Evelyn Partners Investment Management
$114K +$123K +1,230 New
CH
942
Cromwell Holdings
Wyoming
$113K
GWM
943
Geneos Wealth Management
Colorado
$111K -$12.9K -129 -10%
BSB
944
Bangor Savings Bank
Maine
$109K
BIG
945
Brooklyn Investment Group
New York
$108K +$18.6K +185 +19%
ECM
946
Estabrook Capital Management
New York
$106K
PAM
947
Parvin Asset Management
South Dakota
$103K +$112K +1,112 New
LCM
948
Logan Capital Management
Pennsylvania
$102K
HDIM
949
Hanson & Doremus Investment Management
Vermont
$102K +$15K +150 +16%
UIA
950
Ulland Investment Advisors
Minnesota
$99K