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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
HI
851
Harbour Investments
Wisconsin
$107K +$443 +6 +0.4%
ACA
852
Atlas Capital Advisors
Wyoming
$107K – – –
AWM
853
AllSquare Wealth Management
New York
$106K – – –
CFFP
854
Center for Financial Planning
Michigan
$105K – – –
BWP
855
Baldwin Wealth Partners
Massachusetts
$104K +$79.7K +1,080 +432%
SWA
856
Sutton Wealth Advisors
Florida
$102K +$8.49K +115 +10%
PFBT
857
Parkside Financial Bank & Trust
Missouri
$100K +$2.73K +37 +3%
CSB
858
City State Bank
Iowa
$100K -$1.85K -25 -2%
SC
859
Steph & Co
Wisconsin
$99K – – –
CPFP
860
Clear Perspectives Financial Planning
Ohio
$96.4K – – –
RWM
861
Raffa Wealth Management
District of Columbia
$95.5K +$2.58K +35 +3%
PSB
862
Piscataqua Savings Bank
New Hampshire
$95.5K – – –
AA
863
Alta Advisers
United Kingdom
$94K – – –
FA
864
Fortis Advisors
Pennsylvania
$94K – – –
CI Investments Inc
865
CI Investments Inc
Ontario, Canada
$93K +$45.6K +617 +109%
GCM
866
Gables Capital Management
Florida
$92K – – –
GWM
867
Geneos Wealth Management
Colorado
$90.7K -$2.95K -40 -3%
CA
868
Crewe Advisors
Utah
$90.1K +$13.8K +187 +19%
EBA
869
Eagle Bay Advisors
New York
$89.9K +$22.5K +305 +36%
CLOS
870
Compagnie Lombard Odier SCmA
Switzerland
$86K +$55.2K +747 +213%
UIA
871
Ulland Investment Advisors
Minnesota
$84K +$1.62K +22 +2%
MMG
872
Monetary Management Group
Missouri
$83.9K – – –
FCA
873
FinTrust Capital Advisors
South Carolina
$83.7K -$1.62K -22 -2%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$82.3K – – –
CBT
875
CoreFirst Bank & Trust
Kansas
$79.8K – – –