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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1026
JCIC Asset Management
Ontario, Canada
$12K +$11.6K +190 New
KCM
1027
Kathmere Capital Management
Pennsylvania
$12K +$12.2K +200 New
FP
1028
Financial Perspectives
Minnesota
$11.2K – – –
PFS
1029
Prospera Financial Services
Texas
$11K +$10.9K +179 New
FPB
1030
First PREMIER Bank
South Dakota
$10K -$14.1K -230 -58%
NSB
1031
Norway Savings Bank
Maine
$10K -$1.04K -17 -10%
SIS
1032
Sound Income Strategies
Florida
$9K – – –
NIC
1033
Northwest Investment Counselors
Oregon
$9K +$8.38K +137 New
NEAM
1034
New England Asset Management
Connecticut
$8K – – –
TFO
1035
Tarbox Family Office
California
$8K – – –
TIM
1036
Tortoise Investment Management
New York
$8K +$3.06K +50 +67%
JWM
1037
Jeppson Wealth Management
California
$8K +$7.77K +127 New
GWMIA
1038
Global Wealth Management Investment Advisory
Florida
$7K – – –
POIA
1039
Pin Oak Investment Advisors
Texas
$7K – – –
RCA
1040
Ranch Capital Advisors
Florida
$7K – – –
CLOS
1041
Compagnie Lombard Odier SCmA
Switzerland
$6K -$146K -2,395 -96%
TFGT
1042
TS Financial Group (TSFG)
Illinois
$6K -$4.59K -75 -45%
LFG
1043
Larson Financial Group
Missouri
$6K – – –
LFG
1044
LifePlan Financial Group
Ohio
$6K – – –
PO
1045
Private Ocean
California
$6K – – –
FWM
1046
Focused Wealth Management
New York
$6K +$183 +3 +3%
AssetMark Inc
1047
AssetMark Inc
California
$6K +$1.59K +26 +37%
RG
1048
Retirement Group
California
$6K +$3.12K +51 +119%
CMA
1049
Cedar Mountain Advisors
Oregon
$6K +$5.44K +89 New
JWM
1050
Janiczek Wealth Management
Colorado
$6K +$5.93K +97 New