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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
851
Concourse Financial Group Securities
Alabama
$106K +$1.99K +27 +2%
MWM
852
Mascoma Wealth Management
New Hampshire
$102K -$3.39K -46 -3%
RE
853
RBC Europe
United Kingdom
$101K
ACA
854
Atlas Capital Advisors
Wyoming
$96.4K
BTI
855
Blue Trust Inc
Georgia
$96K +$91.5K +1,242 New
HI
856
Harbour Investments
Wisconsin
$96K +$100K +1,362 New
AW
857
ACG Wealth
Georgia
$96K +$100K +1,363 New
AWM
858
AllSquare Wealth Management
New York
$95K
CFFP
859
Center for Financial Planning
Michigan
$95K
CSB
860
City State Bank
Iowa
$93K
IWMA
861
Ironwood Wealth Management (Arizona)
Arizona
$93K +$589 +8 +0.6%
DCM
862
Dupont Capital Management
Delaware
$90K -$42.6K -579 -31%
EWM
863
Evermay Wealth Management
Virginia
$90K
SC
864
Steph & Co
Wisconsin
$89K
CCM
865
Chilton Capital Management
Texas
$89K +$92.8K +1,260 New
AA
866
Addison Advisors
Vermont
$87K -$49.4K -671 -35%
CPFP
867
Clear Perspectives Financial Planning
Ohio
$87K
HDIM
868
Hanson & Doremus Investment Management
Vermont
$86K -$4.42K -60 -5%
PSB
869
Piscataqua Savings Bank
New Hampshire
$86K
FA
870
Fortis Advisors
Pennsylvania
$85K
SWA
871
Sutton Wealth Advisors
Florida
$84.5K +$516 +7 +0.6%
PFBT
872
Parkside Financial Bank & Trust
Missouri
$84K
RWM
873
Raffa Wealth Management
District of Columbia
$83.7K -$368 -5 -0.4%
GCM
874
Gables Capital Management
Florida
$83K
GRP
875
Global Retirement Partners
California
$83K +$8.54K +116 +11%