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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1001
Community Bank
New York
$35.8K – – –
TFM
1002
TFC Financial Management
Massachusetts
$35.5K -$748 -9 -2%
CAM
1003
Chesapeake Asset Management
New York
$35.5K – – –
CWM
1004
CarsonAllaria Wealth Management
Illinois
$35.3K – – –
HFM
1005
Harvest Fund Management
China
$35K – – –
CG
1006
Cutler Group
California
$35K +$33.3K +400 New
PCWA
1007
Pacific Capital Wealth Advisors
California
$34.8K +$32.3K +389 New
PWMG
1008
Prestige Wealth Management Group
New Jersey
$34.5K – – –
HFS
1009
Hantz Financial Services
Michigan
$34K -$166 -2 -0.5%
OCM
1010
Orion Capital Management
California
$33.6K – – –
JWM
1011
Janiczek Wealth Management
Colorado
$33.1K -$915 -11 -3%
DSC
1012
Duncker Streett & Co
Missouri
$33.1K – – –
NS
1013
NBC Securities
Alabama
$33K -$3.08K -37 -9%
M
1014
MOTCO
Texas
$32.7K -$2.99K -36 -9%
GI
1015
Gradient Investments
Minnesota
$32.5K – – –
BCA
1016
Bray Capital Advisors
Florida
$31.3K – – –
TC
1017
Truvestments Capital
Florida
$31.3K – – –
AssetMark Inc
1018
AssetMark Inc
California
$31.3K +$3.49K +42 +14%
AF
1019
Advisornet Financial
Minnesota
$30.4K +$5.49K +66 +24%
ACA
1020
American Capital Advisory
Idaho
$30.1K +$27.9K +336 New
LTI
1021
Laffer Tengler Investments
Tennessee
$30K – – –
NF
1022
Norwood Financial
Pennsylvania
$30K -$3.99K -48 -13%
AWM
1023
Atticus Wealth Management
Florida
$29K – – –
IFS
1024
Intelligent Financial Strategies
Minnesota
$28.3K – – –
TCWA
1025
Turtle Creek Wealth Advisors
Texas
$28.2K +$26.2K +315 New