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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1076
Intrepid Capital Management
Florida
$1.61K – – –
TCM
1077
TD Capital Management
Tennessee
$1.61K – – –
CCM
1078
Chilton Capital Management
Texas
$1.21K – – –
TCA
1079
Trifecta Capital Advisors
Illinois
$1.21K – – –
CAS
1080
Coppell Advisory Solutions
Texas
$1.18K -$11.5K -135 -90%
BWL
1081
Bogart Wealth LLC
Virginia
$1.12K – – –
WPA
1082
West Paces Advisors
Georgia
$1.12K – – –
PWA
1083
Provenance Wealth Advisors
Florida
$1.04K +$1.11K +13 New
PCTC
1084
Perkins Coie Trust Company
Washington
$1.04K +$1.11K +13 New
GWMI
1085
Guardian Wealth Management (Illinois)
Illinois
$1K – – –
AW
1086
Avion Wealth
Texas
$1K -$1.03K -12 -40%
OAJ
1087
Ogorek Anthony Joseph
New York
$1K – – –
GTAM
1088
Global Trust Asset Management
Florida
$883 – – –
NMG
1089
New Millennium Group
Utah
$723 – – –
WWM
1090
Wolff Wiese Magana
California
$643 – – –
RA
1091
Rise Advisors
New York
$589 – – –
DWA
1092
Delos Wealth Advisors
Texas
$428 – – –
TWP
1093
TFO Wealth Partners
Ohio
$356 +$171 +2 +100%
PA
1094
PSI Advisors
Florida
$161 – – –
VAM
1095
Vontobel Asset Management
New York
– -$202M -2,117,780 Closed
DVI
1096
Deccan Value Investors
Connecticut
– -$180M -2,019,902 Closed
CF
1097
Canoe Financial
Alberta, Canada
– -$86.3M -968,894 Closed
AIM
1098
Alphinity Investment Management
Australia
– -$37.9M -426,176 Closed
CET
1099
Clean Energy Transition
United Kingdom
– -$16.2M -181,733 Closed
VIA
1100
Vident Investment Advisory
Georgia
– -$9.38M -105,356 Closed