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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PP
951
PrairieView Partners
Minnesota
$50K +$45.1K +871 New
PB
952
Pinnacle Bancorp
Nebraska
$50K +$45.3K +874 New
CAL
953
Capital Advisors Ltd
Ohio
$50K +$45.4K +877 New
MIFH
954
Migdal Insurance & Financial Holdings
Israel
$50K +$45.6K +880 New
JGIA
955
Jackson Grant Investment Advisers
Connecticut
$49K +$44.3K +855 New
APW
956
Acima Private Wealth
Virginia
$47K +$43.2K +834 New
TF
957
Tompkins Financial
New York
$46K +$41.8K +807 New
BWA
958
Burt Wealth Advisors
Maryland
$46K +$42.1K +812 New
TL
959
TrueWealth LLC
Georgia
$45K +$41.1K +793 New
KFA
960
Kelleher Financial Advisors
New York
$45K +$41.4K +800 New
WFMPM
961
Woodley Farra Manion Portfolio Management
Indiana
$44K +$40.5K +781 New
CWP
962
CFM Wealth Partners
Texas
$44K +$40.7K +786 New
MCA
963
Mercer Capital Advisers
New Jersey
$42K +$38.3K +739 New
FPFS
964
First Personal Financial Services
North Carolina
$42K +$38.3K +740 New
PMFA
965
Plante Moran Financial Advisors
Michigan
$42K +$38.7K +746 New
PA
966
Procyon Advisors
Connecticut
$41K +$37.5K +724 New
FCM
967
Firestone Capital Management
Florida
$41K +$37.6K +725 New
PFPT
968
Pinnacle Financial Partners (Tennessee)
Tennessee
$41K +$37.6K +725 New
OSAM
969
O'Shaughnessy Asset Management
Connecticut
$40K +$36.3K +701 New
HRC
970
Hoertkorn Richard Charles
$39K +$35.3K +682 New
AWA
971
Arkadios Wealth Advisors
Georgia
$38.9K +$35.1K +678 New
SBL
972
Sargent Bickham Lagudis
Colorado
$38K +$34.2K +661 New
RIM
973
Rockbridge Investment Management
New York
$38K +$34.7K +669 New
SIA
974
SeaBridge Investment Advisors
New Jersey
$38K +$34.7K +669 New
SIM
975
Sonora Investment Management
Arizona
$38K +$34.8K +671 New