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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
951
Institute for Wealth Management
Colorado
$200K -$2.12K -22 -1%
CSPIA
952
Cary Street Partners Investment Advisory
Virginia
$189K +$1.83K +19 +1%
Lazard Asset Management
953
Lazard Asset Management
New York
$186K -$880K -9,113 -83%
MCM
954
Manchester Capital Management
Vermont
$185K -$14.7K -152 -8%
DZ Bank
955
DZ Bank
Germany
$183K
NSIM
956
North Star Investment Management
Illinois
$181K
DMBA
957
Deseret Mutual Benefit Administrators
Utah
$171K
FFC
958
First Financial Corp
Indiana
$166K -$386 -4 -0.2%
IWA
959
Icon Wealth Advisors
Texas
$165K +$161K +1,668 New
ST
960
Smithfield Trust
Pennsylvania
$164K
ATC
961
Adirondack Trust Company
New York
$163K -$27K -280 -15%
HIA
962
Harbor Investment Advisory
Maryland
$161K
CNBTD
963
Citizens National Bank Trust Department
Mississippi
$159K -$33.4K -346 -18%
AAP
964
Arax Advisory Partners
Colorado
$158K -$12.4K -128 -7%
BONH
965
Bank of New Hampshire
New Hampshire
$157K +$2.41K +25 +2%
FMTCOCP
966
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K
BTI
967
Blue Trust Inc
Georgia
$142K -$98.9K -1,024 -42%
SWM
968
Spire Wealth Management
Virginia
$140K +$18.1K +188 +15%
SAM
969
Smartleaf Asset Management
Massachusetts
$140K -$65.7K -681 -32%
RMC
970
Resources Management Corp
Connecticut
$137K
FDCP
971
Foster Dykema Cabot & Partners
Massachusetts
$135K
ACA
972
Atlas Capital Advisors
Wyoming
$135K
AWM
973
AllSquare Wealth Management
New York
$134K
PFBT
974
Parkside Financial Bank & Trust
Missouri
$133K +$49.2K +510 +62%
CFO
975
CVA Family Office
Colorado
$132K -$3.38K -35 -3%