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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
926
Concourse Financial Group Securities
Alabama
$139K -$22.3K -222 -13%
RMC
927
Resources Management Corp
Connecticut
$137K – – –
WWA
928
Wingate Wealth Advisors
Massachusetts
$135K +$147K +1,463 New
AIM
929
Acropolis Investment Management
Missouri
$133K – – –
GM
930
GeoWealth Management
Illinois
$132K -$22.9K -228 -14%
FFA
931
Farther Finance Advisors
California
$128K -$24.1K -240 -15%
CSC
932
Caldwell Sutter Capital
California
$127K – – –
FDCP
933
Foster Dykema Cabot & Partners
Massachusetts
$127K – – –
ACA
934
Atlas Capital Advisors
Wyoming
$126K +$135K +1,350 +9,643%
AWM
935
AllSquare Wealth Management
New York
$125K – – –
QC
936
Quent Capital
New York
$124K – – –
FLP
937
Financial Life Planners
Arizona
$124K +$134K +1,337 New
AssetMark Inc
938
AssetMark Inc
California
$123K +$85.1K +849 +178%
SWM
939
Spire Wealth Management
Virginia
$120K +$39.3K +392 +43%
CFO
940
CVA Family Office
Colorado
$120K +$5.21K +52 +4%
SC
941
Steph & Co
Wisconsin
$117K – – –
EPIM
942
Evelyn Partners Investment Management
$114K +$123K +1,230 New
CH
943
Cromwell Holdings
Wyoming
$113K – – –
GWM
944
Geneos Wealth Management
Colorado
$111K -$12.9K -129 -10%
BSB
945
Bangor Savings Bank
Maine
$109K – – –
BIG
946
Brooklyn Investment Group
New York
$108K +$18.6K +185 +19%
ECM
947
Estabrook Capital Management
New York
$106K – – –
PAM
948
Parvin Asset Management
South Dakota
$103K +$112K +1,112 New
LCM
949
Logan Capital Management
Pennsylvania
$102K – – –
HDIM
950
Hanson & Doremus Investment Management
Vermont
$102K +$15K +150 +16%