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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
951
Ulland Investment Advisors
Minnesota
$99K – – –
Parallax Volatility Advisers
952
Parallax Volatility Advisers
California
$98.6K +$107K +1,065 New
AEPWM
953
Atlantic Edge Private Wealth Management
Florida
$96.4K – – –
CTWM
954
Cherry Tree Wealth Management
Minnesota
$95.3K – – –
GWP
955
Gen-Wealth Partners
Michigan
$94.9K – – –
CT
956
Clearstead Trust
Maine
$93.1K +$301 +3 +0.3%
SAS
957
Spurstone Advisory Services
Connecticut
$92.6K +$100K +1,000 New
MCM
958
MV Capital Management
Maryland
$88.8K -$201 -2 -0.2%
ETC
959
Exchange Traded Concepts
Oklahoma
$87.1K -$45.9K -458 -33%
VWM
960
Venturi Wealth Management
Texas
$85.9K +$64.2K +640 +223%
LSA
961
Leonteq Securities AG
Switzerland
$83.8K +$5.42K +54 +6%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$83.6K +$1.8K +18 +2%
IBOK
963
Independence Bank of Kentucky
Kentucky
$83.4K – – –
LJHT
964
Laurie J. Hall Trustee
$83K – – –
PSB
965
Piscataqua Savings Bank
New Hampshire
$79.4K – – –
MSFP
966
Mark Sheptoff Financial Planning
Connecticut
$77.1K – – –
EWM
967
Evermay Wealth Management
Virginia
$76.1K – – –
JEST
968
JTC Employer Solutions Trustee
Jersey
$76K – – –
MIM
969
Meridiem Investment Management
United Kingdom
$74.1K – – –
KIM
970
Kestra Investment Management
Texas
$73.3K +$79.3K +791 New
CAL
971
Capital Analysts LLC
Pennsylvania
$72K +$6.42K +64 +9%
BLC
972
Brown, Lisle/Cummings
Rhode Island
$71.9K +$77.8K +776 New
EBA
973
Eagle Bay Advisors
New York
$70.3K -$7.72K -77 -9%
ETS
974
ESL Trust Services
New York
$69.5K +$75.2K +750 New
CFFP
975
Center for Financial Planning
Michigan
$69.4K -$301 -3 -0.4%