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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1001
Monetary Management Group
Missouri
$55.2K – – –
Loomis, Sayles & Company
1002
Loomis, Sayles & Company
Massachusetts
$55K +$59.9K +597 New
GCM
1003
Gables Capital Management
Florida
$53.3K – – –
PB
1004
Pinnacle Bancorp
Nebraska
$53K +$6.52K +65 +13%
HFS
1005
Hopwood Financial Services
Virginia
$52K +$56.4K +562 New
AGWCA
1006
Annis Gardner Whiting Capital Advisors
Florida
$51.7K -$501 -5 -0.9%
JFA
1007
JNBA Financial Advisors
Minnesota
$51.2K – – –
RS
1008
R Squared
Hong Kong
$49.1K +$53.1K +530 New
HNB
1009
Hilltop National Bank
Wyoming
$48K – – –
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.8K – – –
OSNBOA
1011
Old Second National Bank of Aurora
Illinois
$47K -$19.3K -192 -27%
CCMW
1012
Cypress Capital Management (Wyoming)
Wyoming
$46.3K -$10K -100 -17%
JGIA
1013
Jackson Grant Investment Advisers
Connecticut
$46.3K +$201 +2 +0.4%
JWA
1014
JFS Wealth Advisors
Pennsylvania
$45.6K -$2.71K -27 -5%
CAL
1015
Capital Advisors Ltd
Ohio
$44K – – –
CIAM
1016
Caitong International Asset Management
Hong Kong
$42.5K +$46K +459 New
MW
1017
Maia Wealth
Colorado
$41.7K – – –
CWM
1018
Crowley Wealth Management
Delaware
$41.7K +$45.1K +450 New
FCAS
1019
First Command Advisory Services
Texas
$41.5K – – –
EPIMS
1020
Evelyn Partners Investment Management Services
$41.4K +$44.8K +447 New
CFD
1021
Creative Financial Designs
Indiana
$41.4K +$100 +1 +0.2%
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$40.9K +$37.3K +372 +531%
IUHSA
1023
Itau Unibanco Holding S.A.
Brazil
$40.6K +$36.2K +361 +469%
RA
1024
Ransom Advisory
Rhode Island
$40.4K -$10K -100 -19%
KBFS
1025
Kohmann Bosshard Financial Services
Ohio
$40K +$43.3K +432 New