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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
1201
Pathstone Family Office
New Jersey
-$53K -789 Closed
ICP
1202
Interchange Capital Partners
Pennsylvania
-$52K -782 Closed
AWG
1203
Altus Wealth Group
Colorado
-$50K -746 Closed
MIH
1204
Meitav Investment House
Israel
-$349K -736 Closed
PCIA
1205
Prime Capital Investment Advisors
Kansas
-$45K -665 Closed
PWPS
1206
Pinnacle Wealth Planning Services
Ohio
-$42K -629 Closed
VCG
1207
Vantage Consulting Group
Virginia
-$41K -614 Closed
TI
1208
tru Independence
Oregon
-$38 -564 Closed
BSSFA
1209
Baron Silver Stevens Financial Advisors
Florida
-$27K -400 Closed
SIAG
1210
Safeguard Investment Advisory Group
California
-$26K -395 Closed
Kayne Anderson Rudnick Investment Management
1211
Kayne Anderson Rudnick Investment Management
California
-$24K -356 Closed
BWM
1212
Birchcreek Wealth Management
Ohio
-$23K -350 Closed
FPCG
1213
Fort Pitt Capital Group
Pennsylvania
-$24K -350 Closed
UOTTAIMCU
1214
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$20K -300 Closed
CCA
1215
Childress Capital Advisors
Texas
-$15K -220 Closed
HGWM
1216
Harvest Group Wealth Management
Massachusetts
-$15K -217 Closed
PS
1217
Planned Solutions
California
-$14K -212 Closed
KCM
1218
Kathmere Capital Management
Pennsylvania
-$14K -200 Closed
SFG
1219
Sowa Financial Group
Rhode Island
-$10K -150 Closed
D
1220
Diversified
Delaware
-$8K -135 Closed
KC
1221
Kinloch Capital
Virginia
-$6K -96 Closed
CAC
1222
Core Alternative Capital
Georgia
-$6K -95 Closed
GSAM
1223
Grant Street Asset Management
Pennsylvania
-$6K -94 Closed
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
-$5K -75 Closed
TWM
1225
Tradition Wealth Management
Minnesota
-$4K -64 Closed