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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
951
CVA Family Office
Colorado
$92K +$462 +5 +0.5%
FFWA
952
FRG Family Wealth Advisors
Washington
$90.7K +$92K +995 New
IBOK
953
Independence Bank of Kentucky
Kentucky
$89.4K – – –
Walleye Trading
954
Walleye Trading
New York
$88.5K -$2.6M -28,125 -97%
EWM
955
Evermay Wealth Management
Virginia
$86.6K +$4.25K +46 +6%
PSB
956
Piscataqua Savings Bank
New Hampshire
$85.1K – – –
LSA
957
Leonteq Securities AG
Switzerland
$83.9K -$5.08K -55 -6%
MSFP
958
Mark Sheptoff Financial Planning
Connecticut
$82.7K – – –
JEST
959
JTC Employer Solutions Trustee
Jersey
$82K – – –
BWP
960
Baldwin Wealth Partners
Massachusetts
$81.9K -$16.2K -175 -18%
CFFP
961
Center for Financial Planning
Michigan
$81.4K – – –
RFG
962
RFP Financial Group
Georgia
$79.4K – – –
MIM
963
Meridiem Investment Management
United Kingdom
$79.4K -$300K -3,245 -80%
QL
964
Quarry LP
New York
$79.1K +$12.4K +134 +20%
PPC
965
Park Place Capital
Alabama
$78K -$69.1K -748 -49%
CA
966
CoreCap Advisors
Michigan
$76.1K +$70.9K +767 New
FUBT
967
First United Bank & Trust
Maryland
$75.1K – – –
PP
968
Pacifica Partners
Canada
$73.3K – – –
CAL
969
Capital Analysts LLC
Pennsylvania
$73K +$462 +5 +0.7%
CSWM
970
Cassady Schiller Wealth Management
Ohio
$72.7K – – –
CWC
971
Carolinas Wealth Consulting
North Carolina
$72.4K -$300K -3,241 -82%
JFGIW
972
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.4K -$153K -1,650 -69%
MRCM
973
M&R Capital Management
New Jersey
$71.8K -$4.62K -50 -6%
BAM
974
Bellevue Asset Management
Washington
$71.1K – – –
PIS
975
POM Investment Strategies
North Carolina
$70.7K – – –