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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
976
Level Financial Advisors
New York
$10K
OA
977
Operose Advisors
Wisconsin
$10K
HGERS
978
Householder Group Estate & Retirement Specialist
Arizona
$10K +$12.4K +169 New
MHR
979
Matthew Hamilton Rosenberg
$9K
LWP
980
Lumature Wealth Partners
Georgia
$8K
BWL
981
Bogart Wealth LLC
Virginia
$7K
PFA
982
Professional Financial Advisors
Nebraska
$7K
RA
983
Rise Advisors
New York
$7K
SAM
984
Strategic Asset Management
Minnesota
$7K
MFA
985
McClarren Financial Advisors
Pennsylvania
$7K +$8.34K +114 New
FMP
986
Financial Management Professionals
Texas
$6K -$15.7K -215 -68%
DI
987
Disciplined Investments
Oklahoma
$6K -$585 -8 -7%
FPFS
988
First Personal Financial Services
North Carolina
$6K
FPB
989
First PREMIER Bank
South Dakota
$6K
JWM
990
Janiczek Wealth Management
Colorado
$6K
Jones Financial Companies
991
Jones Financial Companies
Missouri
$6K
SWM
992
Selective Wealth Management
Virginia
$5K -$5.34K -73 -47%
FWM
993
Focused Wealth Management
New York
$5K
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$5K
MAWCM
995
Mine & Arao Wealth Creation & Management
California
$5K
TSWM
996
Tyler-Stone Wealth Management
Ohio
$5K
CFD
997
Creative Financial Designs
Indiana
$4K
TWM
998
Tradition Wealth Management
Minnesota
$4K
TFA
999
Transamerica Financial Advisors
Florida
$4K +$3.66K +50 New
WWP
1000
WR Wealth Planners
Missouri
$3.19K