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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
1201
Navis Wealth Advisors
New York
– -$54K -803 Closed
PFO
1202
Pathstone Family Office
New Jersey
– -$53K -789 Closed
ICP
1203
Interchange Capital Partners
Pennsylvania
– -$52K -782 Closed
AWG
1204
Altus Wealth Group
Colorado
– -$50K -746 Closed
MIH
1205
Meitav Investment House
Israel
– -$349K -736 Closed
PCIA
1206
Prime Capital Investment Advisors
Kansas
– -$45K -665 Closed
PWPS
1207
Pinnacle Wealth Planning Services
Ohio
– -$42K -629 Closed
VCG
1208
Vantage Consulting Group
Virginia
– -$41K -614 Closed
TI
1209
tru Independence
Oregon
– -$38 -564 Closed
BSSFA
1210
Baron Silver Stevens Financial Advisors
Florida
– -$27K -400 Closed
SIAG
1211
Safeguard Investment Advisory Group
California
– -$26K -395 Closed
Kayne Anderson Rudnick Investment Management
1212
Kayne Anderson Rudnick Investment Management
California
– -$24K -356 Closed
BWM
1213
Birchcreek Wealth Management
Ohio
– -$23K -350 Closed
FPCG
1214
Fort Pitt Capital Group
Pennsylvania
– -$24K -350 Closed
UOTTAIMCU
1215
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$20K -300 Closed
CCA
1216
Childress Capital Advisors
Texas
– -$15K -220 Closed
HGWM
1217
Harvest Group Wealth Management
Massachusetts
– -$15K -217 Closed
PS
1218
Planned Solutions
California
– -$14K -212 Closed
KCM
1219
Kathmere Capital Management
Pennsylvania
– -$14K -200 Closed
SFG
1220
Sowa Financial Group
Rhode Island
– -$10K -150 Closed
D
1221
Diversified
Delaware
– -$8K -135 Closed
KC
1222
Kinloch Capital
Virginia
– -$6K -96 Closed
CAC
1223
Core Alternative Capital
Georgia
– -$6K -95 Closed
GSAM
1224
Grant Street Asset Management
Pennsylvania
– -$6K -94 Closed
GWMIA
1225
Global Wealth Management Investment Advisory
Florida
– -$5K -75 Closed