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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1001
West Oak Capital
California
$24K – – –
BWP
1002
Baldwin Wealth Partners
Massachusetts
$24K +$458 +7 +2%
PWMG
1003
Prestige Wealth Management Group
New Jersey
$24K +$458 +7 +2%
JWA
1004
JFS Wealth Advisors
Pennsylvania
$23K -$18.8K -288 -46%
AIC
1005
Archer Investment Corporation
Indiana
$22.9K -$261 -4 -1%
LTI
1006
Laffer Tengler Investments
Tennessee
$22.9K – – –
BWM
1007
BerganKDV Wealth Management
Minnesota
$22K – – –
GEA
1008
Glen Eagle Advisors
New Jersey
$21.6K – – –
NFSG
1009
Newbridge Financial Services Group
Florida
$21K -$5.43K -83 -21%
GAM
1010
Gemmer Asset Management
California
$21K – – –
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$21K – – –
SC
1012
Sierra Capital
Florida
$21K +$20.1K +307 New
AL
1013
ADE LLC
Maryland
$20K -$1.7K -26 -8%
GWS
1014
Glassman Wealth Services
Virginia
$20K -$327 -5 -2%
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$20K +$4.64K +71 +33%
CFO
1016
CVA Family Office
Colorado
$20K +$19K +290 New
SFSIG
1017
San Francisco Sentry Investment Group
California
$19K -$10.1K -155 -35%
CMA
1018
Cedar Mountain Advisors
Oregon
$19K +$11.9K +182 +204%
CAM
1019
Costello Asset Management
Pennsylvania
$18K – – –
VCM
1020
Versant Capital Management
Arizona
$18K +$2.42K +37 +16%
KFS
1021
Kelly Financial Services
Massachusetts
$17.6K +$65 +1 +0.4%
PMFA
1022
Plante Moran Financial Advisors
Michigan
$17K -$5.1K -78 -24%
AIM
1023
Arcadia Investment Management
Michigan
$17K – – –
JFA
1024
JNBA Financial Advisors
Minnesota
$17K – – –
SWG
1025
Summit Wealth Group
Vermont
$17K +$16.3K +249 New