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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
AUA Capital Management
Pennsylvania
$78K – – –
BDWM
1002
Brewin Dolphin Wealth Management
Ireland
$78K – – –
JFGIW
1003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K – – –
FCT
1004
First Community Trust
Iowa
$77.6K +$74.6K +891 New
QC
1005
Quent Capital
New York
$77K +$74.4K +889 New
CSWM
1006
Cassady Schiller Wealth Management
Ohio
$75K +$72.2K +862 New
SCA
1007
Stonebridge Capital Advisors
Minnesota
$74K -$16.1K -192 -18%
APW
1008
Acima Private Wealth
Virginia
$73K – – –
ARMC
1009
American Research & Management Company
Massachusetts
$73K +$1K +12 +1%
JEST
1010
JTC Employer Solutions Trustee
Jersey
$72K – – –
OC
1011
Oakmont Corp
California
$72K +$69.5K +830 New
FPS
1012
Fieldpoint Private Securities
Connecticut
$71K -$14K -167 -17%
MIM
1013
Meridiem Investment Management
United Kingdom
$70K – – –
TFM
1014
TFC Financial Management
Massachusetts
$64K +$84 +1 +0.1%
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$63K +$42.3K +505 +230%
PCMC
1016
Paragon Capital Management (Colorado)
Colorado
$63K +$60.4K +721 New
BAM
1017
Bellevue Asset Management
Washington
$62K – – –
CWC
1018
Carolinas Wealth Consulting
North Carolina
$61K -$1.09K -13 -2%
CCC
1019
Crescent Capital Consulting
Louisiana
$61K – – –
HRC
1020
Hoertkorn Richard Charles
$59K – – –
FFA
1021
Freedman Financial Associates
Massachusetts
$58K -$502 -6 -0.9%
CAM
1022
CenterStar Asset Management
Illinois
$57K – – –
KFI
1023
Key Financial Inc
Pennsylvania
$56K – – –
PB
1024
Pinnacle Bancorp
Nebraska
$55K – – –
TF
1025
Tompkins Financial
New York
$54K – – –