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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
976
AssetMark Inc
California
$109K -$26.6K -272 -21%
AEPWM
977
Atlantic Edge Private Wealth Management
Florida
$107K
CTWM
978
Cherry Tree Wealth Management
Minnesota
$106K
GWP
979
Gen-Wealth Partners
Michigan
$106K
CAL
980
Capital Analysts LLC
Pennsylvania
$102K +$20.2K +207 +27%
MCM
981
MV Capital Management
Maryland
$100K +$1.07K +11 +1%
GBT
982
Grove Bank & Trust
Florida
$98.9K -$93.7K -959 -50%
EPIMS
983
Evelyn Partners Investment Management Services
$89K +$40.5K +415 +93%
PSB
984
Piscataqua Savings Bank
New Hampshire
$86.4K -$1.95K -20 -2%
MSFP
985
Mark Sheptoff Financial Planning
Connecticut
$86K
PFBT
986
Parkside Financial Bank & Trust
Missouri
$85.6K -$7.23K -74 -8%
TSMHT
987
Thurston Springer Miller Herd & Titak
Indiana
$85.5K +$10.7K +110 +15%
JEST
988
JTC Employer Solutions Trustee
Jersey
$85K
VNA
989
Valley National Advisers
Pennsylvania
$85K +$62.9K +644 +341%
EWM
990
Evermay Wealth Management
Virginia
$84.8K
NAAA
991
New Age Alpha Advisors
New York
$84.5K -$144K -1,477 -64%
IBOK
992
Independence Bank of Kentucky
Kentucky
$83.7K -$8.79K -90 -10%
CT
993
Clearstead Trust
Maine
$83.1K -$19.6K -201 -20%
MIM
994
Meridiem Investment Management
United Kingdom
$82.6K
BLC
995
Brown, Lisle/Cummings
Rhode Island
$80.1K
CAM
996
Costello Asset Management
Pennsylvania
$79.3K +$49.5K +507 +194%
CSB
997
City State Bank
Iowa
$78.1K +$9.77K +100 +15%
ETS
998
ESL Trust Services
New York
$77.4K
PP
999
Pacifica Partners
Canada
$77.2K
SC
1000
Sawyer & Company
Massachusetts
$77K