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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
AllSquare Wealth Management
New York
$106K
CFFP
852
Center for Financial Planning
Michigan
$105K
BWP
853
Baldwin Wealth Partners
Massachusetts
$104K +$79.7K +1,080 +432%
SWA
854
Sutton Wealth Advisors
Florida
$102K +$8.49K +115 +10%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$100K +$2.73K +37 +3%
CSB
856
City State Bank
Iowa
$100K -$1.85K -25 -2%
SC
857
Steph & Co
Wisconsin
$99K
CPFP
858
Clear Perspectives Financial Planning
Ohio
$96.4K
RWM
859
Raffa Wealth Management
District of Columbia
$95.5K +$2.58K +35 +3%
PSB
860
Piscataqua Savings Bank
New Hampshire
$95.5K
AA
861
Alta Advisers
United Kingdom
$94K
FA
862
Fortis Advisors
Pennsylvania
$94K
CI Investments Inc
863
CI Investments Inc
Ontario, Canada
$93K +$45.6K +617 +109%
GCM
864
Gables Capital Management
Florida
$92K
GWM
865
Geneos Wealth Management
Colorado
$90.7K -$2.95K -40 -3%
CA
866
Crewe Advisors
Utah
$90.1K +$13.8K +187 +19%
EBA
867
Eagle Bay Advisors
New York
$89.9K +$22.5K +305 +36%
CLOS
868
Compagnie Lombard Odier SCmA
Switzerland
$86K +$55.2K +747 +213%
UIA
869
Ulland Investment Advisors
Minnesota
$84K +$1.62K +22 +2%
MMG
870
Monetary Management Group
Missouri
$83.9K
FCA
871
FinTrust Capital Advisors
South Carolina
$83.7K -$1.62K -22 -2%
MSFP
872
Mark Sheptoff Financial Planning
Connecticut
$82.3K
CBT
873
CoreFirst Bank & Trust
Kansas
$79.8K
MCM
874
MV Capital Management
Maryland
$79K -$6.94K -94 -9%
GRP
875
Global Retirement Partners
California
$78.7K -$5.76K -78 -7%