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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1026
Newbridge Financial Services Group
Florida
$26K – – –
VCM
1027
Vigilant Capital Management
Maine
$26K – – –
SIAG
1028
Safeguard Investment Advisory Group
California
$26K +$25.6K +395 New
CIA
1029
CSat Investment Advisory
Michigan
$24K -$51.1K -788 -69%
BWP
1030
Baldwin Wealth Partners
Massachusetts
$24K – – –
CB
1031
CNB Bank
Pennsylvania
$24K – – –
SWM
1032
Selective Wealth Management
Virginia
$24K – – –
WOC
1033
West Oak Capital
California
$24K – – –
FPCG
1034
Fort Pitt Capital Group
Pennsylvania
$24K +$22.7K +350 New
Kayne Anderson Rudnick Investment Management
1035
Kayne Anderson Rudnick Investment Management
California
$24K +$23.1K +356 New
PWMG
1036
Prestige Wealth Management Group
New Jersey
$23K +$324 +5 +1%
BWM
1037
Birchcreek Wealth Management
Ohio
$23K +$22.7K +350 New
AIC
1038
Archer Investment Corporation
Indiana
$22.9K -$259 -4 -1%
LTI
1039
Laffer Tengler Investments
Tennessee
$22.4K – – –
PMFA
1040
Plante Moran Financial Advisors
Michigan
$22K -$27.1K -417 -57%
CAGAS
1041
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
BWM
1042
BerganKDV Wealth Management
Minnesota
$22K +$65 +1 +0.3%
GEA
1043
Glen Eagle Advisors
New Jersey
$21.3K +$1.62K +25 +9%
FRA
1044
Front Row Advisors
California
$21K – – –
GAM
1045
Gemmer Asset Management
California
$21K – – –
AL
1046
ADE LLC
Maryland
$21K +$20.6K +318 New
OSNBOA
1047
Old Second National Bank of Aurora
Illinois
$20K -$4.67K -72 -19%
GWS
1048
Glassman Wealth Services
Virginia
$20K +$1.17K +18 +6%
UOTTAIMCU
1049
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$20K +$19.5K +300 New
CAM
1050
Costello Asset Management
Pennsylvania
$18K – – –