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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1026
Prospera Financial Services
Texas
$11K +$10.9K +179 New
FPB
1027
First PREMIER Bank
South Dakota
$10K -$14.1K -230 -58%
NSB
1028
Norway Savings Bank
Maine
$10K -$1.04K -17 -10%
SIS
1029
Sound Income Strategies
Florida
$9K
NIC
1030
Northwest Investment Counselors
Oregon
$9K +$8.38K +137 New
NEAM
1031
New England Asset Management
Connecticut
$8K
TFO
1032
Tarbox Family Office
California
$8K
TIM
1033
Tortoise Investment Management
New York
$8K +$3.06K +50 +67%
JWM
1034
Jeppson Wealth Management
California
$8K +$7.77K +127 New
GWMIA
1035
Global Wealth Management Investment Advisory
Florida
$7K
POIA
1036
Pin Oak Investment Advisors
Texas
$7K
RCA
1037
Ranch Capital Advisors
Florida
$7K
CLOS
1038
Compagnie Lombard Odier SCmA
Switzerland
$6K -$146K -2,395 -96%
TFGT
1039
TS Financial Group (TSFG)
Illinois
$6K -$4.59K -75 -45%
LFG
1040
Larson Financial Group
Missouri
$6K
LFG
1041
LifePlan Financial Group
Ohio
$6K
PO
1042
Private Ocean
California
$6K
FWM
1043
Focused Wealth Management
New York
$6K +$183 +3 +3%
AssetMark Inc
1044
AssetMark Inc
California
$6K +$1.59K +26 +37%
RG
1045
Retirement Group
California
$6K +$3.12K +51 +119%
CMA
1046
Cedar Mountain Advisors
Oregon
$6K +$5.44K +89 New
JWM
1047
Janiczek Wealth Management
Colorado
$6K +$5.93K +97 New
EIM
1048
Essex Investment Management
Massachusetts
$6K +$6.12K +100 New
CPW
1049
Catalyst Private Wealth
California
$6K +$6.24K +102 New
WPA
1050
West Paces Advisors
Georgia
$5.99K -$15.3K -250 -72%