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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
C
1001
Covestor
United Kingdom
$18K +$295 +4 +2%
VWM
1002
Valley Wealth Managers
New Jersey
$18K +$18.4K +250 New
CB
1003
CNB Bank
Pennsylvania
$17K – – –
MFT
1004
Moisand Fitzgerald Tamayo
Florida
$17K +$17.2K +234 New
BCPWM
1005
Bradley & Co Private Wealth Management
Florida
$16K – – –
WB
1006
West Bancorporation
Iowa
$16K – – –
CCA
1007
Column Capital Advisors
Indiana
$15K – – –
EWM
1008
Endurance Wealth Management
Rhode Island
$15K – – –
NFSG
1009
Newbridge Financial Services Group
Florida
$15K +$74 +1 +0.5%
RAM
1010
Riggs Asset Management
Pennsylvania
$14K -$2.36K -32 -14%
EARNEST Partners
1011
EARNEST Partners
Georgia
$14K – – –
LJHT
1012
Laurie J. Hall Trustee
$14K – – –
CAC
1013
Core Alternative Capital
Georgia
$14K +$2.21K +30 +19%
SIS
1014
Sound Income Strategies
Florida
$14K +$3.61K +49 +34%
BMD
1015
Better Money Decisions
New Mexico
$14K +$14.7K +200 New
SN
1016
Sittner & Nelson
Oregon
$13K – – –
FP
1017
Financial Perspectives
Minnesota
$12.7K – – –
WOC
1018
West Oak Capital
California
$12K -$12.9K -175 -50%
MA
1019
MCF Advisors
Kentucky
$12K -$5.52K -75 -30%
HWA
1020
HHM Wealth Advisors
Tennessee
$12K -$4.42K -60 -26%
CMA
1021
Cedar Mountain Advisors
Oregon
$12K – – –
TIM
1022
Tortoise Investment Management
New York
$12K – – –
AFS
1023
Annapolis Financial Services
Maryland
$11K – – –
CAL
1024
Capital Advisors Ltd
Ohio
$11K – – –
LFA
1025
Level Financial Advisors
New York
$11K – – –