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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AF
951
Allworth Financial
California
$42K -$15.5K -253 -28%
SIM
952
Sonora Investment Management
Arizona
$42K -$306 -5 -0.7%
HRC
953
Hoertkorn Richard Charles
$42K
SIA
954
SeaBridge Investment Advisors
New Jersey
$42K
PCIA
955
Prime Capital Investment Advisors
Kansas
$42K +$3.98K +65 +11%
JSC
956
Jackson Square Capital
California
$42K +$41.3K +676 New
OC
957
Oakworth Capital
Alabama
$41K -$245 -4 -0.6%
SBL
958
Sargent Bickham Lagudis
Colorado
$41K
CSPIA
959
Cary Street Partners Investment Advisory
Virginia
$41K +$40.2K +658 New
MWP
960
Meridian Wealth Partners
Pennsylvania
$40K
PFO
961
Pathstone Family Office
New Jersey
$40K
PB
962
Pinnacle Bancorp
Nebraska
$39K -$15.3K -250 -29%
SWM
963
Sugarloaf Wealth Management
Georgia
$38K
FNBOSM
964
First National Bank of South Miami
Florida
$36K -$1.83K -30 -5%
FBT
965
First Bank & Trust
South Dakota
$36K -$734 -12 -2%
LS
966
Leelyn Smith
Illinois
$35K -$3.55K -58 -9%
CFG
967
CKW Financial Group
Hawaii
$34K
FCM
968
Firestone Capital Management
Florida
$33K -$12.2K -200 -28%
FPFS
969
First Personal Financial Services
North Carolina
$32K -$13.8K -225 -30%
GC
970
Grace Capital
Massachusetts
$31K
HWA
971
HHM Wealth Advisors
Tennessee
$31K +$10K +164 +50%
GI
972
Gradient Investments
Minnesota
$30K
TI
973
Truehand Inc
New Hampshire
$30K
TSW
974
Thompson Siegel & Walmsley
Virginia
$29K -$32.2K -526 -53%
SFG
975
Sowa Financial Group
Rhode Island
$29K