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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
976
JFS Wealth Advisors
Pennsylvania
$10K -$24.7K -337 -68%
EDRH
977
Edmond de Rothschild Holding
Switzerland
$10K -$18.3K -250 -63%
SN
978
Sittner & Nelson
Oregon
$10K -$2.19K -30 -16%
AFS
979
Annapolis Financial Services
Maryland
$10K – – –
LFA
980
Level Financial Advisors
New York
$10K – – –
OA
981
Operose Advisors
Wisconsin
$10K – – –
HGERS
982
Householder Group Estate & Retirement Specialist
Arizona
$10K +$12.4K +169 New
MHR
983
Matthew Hamilton Rosenberg
$9K – – –
LWP
984
Lumature Wealth Partners
Georgia
$8K – – –
BWL
985
Bogart Wealth LLC
Virginia
$7K – – –
PFA
986
Professional Financial Advisors
Nebraska
$7K – – –
RA
987
Rise Advisors
New York
$7K – – –
SAM
988
Strategic Asset Management
Minnesota
$7K – – –
MFA
989
McClarren Financial Advisors
Pennsylvania
$7K +$8.34K +114 New
FMP
990
Financial Management Professionals
Texas
$6K -$15.7K -215 -68%
DI
991
Disciplined Investments
Oklahoma
$6K -$585 -8 -7%
FPFS
992
First Personal Financial Services
North Carolina
$6K – – –
FPB
993
First PREMIER Bank
South Dakota
$6K – – –
JWM
994
Janiczek Wealth Management
Colorado
$6K – – –
Jones Financial Companies
995
Jones Financial Companies
Missouri
$6K – – –
SWM
996
Selective Wealth Management
Virginia
$5K -$5.34K -73 -47%
FWM
997
Focused Wealth Management
New York
$5K – – –
Kayne Anderson Rudnick Investment Management
998
Kayne Anderson Rudnick Investment Management
California
$5K – – –
MAWCM
999
Mine & Arao Wealth Creation & Management
California
$5K – – –
TSWM
1000
Tyler-Stone Wealth Management
Ohio
$5K – – –