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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1001
Moisand Fitzgerald Tamayo
Florida
$17K +$17.2K +234 New
BCPWM
1002
Bradley & Co Private Wealth Management
Florida
$16K
WB
1003
West Bancorporation
Iowa
$16K
CCA
1004
Column Capital Advisors
Indiana
$15K
EWM
1005
Endurance Wealth Management
Rhode Island
$15K
NFSG
1006
Newbridge Financial Services Group
Florida
$15K +$74 +1 +0.5%
RAM
1007
Riggs Asset Management
Pennsylvania
$14K -$2.36K -32 -14%
EARNEST Partners
1008
EARNEST Partners
Georgia
$14K
LJHT
1009
Laurie J. Hall Trustee
$14K
CAC
1010
Core Alternative Capital
Georgia
$14K +$2.21K +30 +19%
SIS
1011
Sound Income Strategies
Florida
$14K +$3.61K +49 +34%
BMD
1012
Better Money Decisions
New Mexico
$14K +$14.7K +200 New
SN
1013
Sittner & Nelson
Oregon
$13K
FP
1014
Financial Perspectives
Minnesota
$12.7K
WOC
1015
West Oak Capital
California
$12K -$12.9K -175 -50%
MA
1016
MCF Advisors
Kentucky
$12K -$5.52K -75 -30%
HWA
1017
HHM Wealth Advisors
Tennessee
$12K -$4.42K -60 -26%
CMA
1018
Cedar Mountain Advisors
Oregon
$12K
TIM
1019
Tortoise Investment Management
New York
$12K
AFS
1020
Annapolis Financial Services
Maryland
$11K
CAL
1021
Capital Advisors Ltd
Ohio
$11K
LFA
1022
Level Financial Advisors
New York
$11K
OA
1023
Operose Advisors
Wisconsin
$11K
SWM
1024
Selective Wealth Management
Virginia
$11K
AWM
1025
Avior Wealth Management
Nebraska
$10K