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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
926
Schnieders Capital Management
California
$216K -$196K -2,034 -48%
Members Trust
927
Members Trust
Florida
$216K -$46K -477 -18%
NGA
928
Naples Global Advisors
Florida
$215K -$10.3K -107 -5%
PCM
929
Penserra Capital Management
California
$215K -$789K -8,176 -79%
HI
930
Harbour Investments
Wisconsin
$214K -$4.44K -46 -2%
PCS
931
Personal CFO Solutions
New Jersey
$214K -$483 -5 -0.2%
MF
932
Montis Financial
Massachusetts
$214K – – –
PBC
933
Pavion Blue Capital
California
$213K – – –
PFA
934
Pure Financial Advisors
California
$211K +$17.5K +181 +9%
MPI
935
Mairs & Power Inc
Minnesota
$211K -$7.34K -76 -3%
AG
936
Ascent Group
Virginia
$211K -$1.45K -15 -0.7%
ONB
937
Old National Bancorp
Indiana
$211K -$57.6K -597 -22%
DTL
938
Dynamic Technology Lab
Singapore
$210K +$205K +2,121 New
KWA
939
Kingswood Wealth Advisors
California
$208K -$4.54K -47 -2%
BFM
940
Boothbay Fund Management
New York
$208K +$203K +2,103 New
BMM
941
Berkshire Money Management
Massachusetts
$208K +$9.65K +100 +5%
NW
942
NewEdge Wealth
Pennsylvania
$208K +$230K +2,378 New
GWM
943
Geneos Wealth Management
Colorado
$208K +$56.3K +583 +39%
WSC
944
Wellington Shields & Co
New York
$207K -$4.34K -45 -2%
AF
945
Arrow Financial
New York
$205K – – –
TWP
946
Tyche Wealth Partners
Texas
$203K -$14.5K -150 -7%
GAG
947
GM Advisory Group
New York
$202K +$197K +2,038 New
PP
948
PDS Planning
Ohio
$201K +$6.56K +68 +3%
CPA
949
Court Place Advisors
Maryland
$200K -$4.83K -50 -2%
IFWM
950
Institute for Wealth Management
Colorado
$200K -$2.12K -22 -1%