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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1026
Ahrens Investment Partners
Louisiana
$54K +$52.1K +622 New
BFEC
1027
Benjamin F. Edwards & Company
Missouri
$53K -$921 -11 -2%
JWA
1028
JFS Wealth Advisors
Pennsylvania
$52K +$2.93K +35 +6%
TWA
1029
TCI Wealth Advisors
Arizona
$51K -$2.26K -27 -4%
SWM
1030
Sugarloaf Wealth Management
Georgia
$51K – – –
JGIA
1031
Jackson Grant Investment Advisers
Connecticut
$51K +$84 +1 +0.2%
AF
1032
Advisornet Financial
Minnesota
$51K +$419 +5 +0.9%
AG
1033
AIA Group
Hong Kong
$51K +$49.3K +589 New
CLOS
1034
Compagnie Lombard Odier SCmA
Switzerland
$51K +$49.6K +592 New
BWM
1035
BerganKDV Wealth Management
Minnesota
$50K – – –
Capstone Investment Advisors
1036
Capstone Investment Advisors
New York
$50K +$37.8K +452 +383%
APC
1037
Aspire Private Capital
North Carolina
$49K – – –
ONST
1038
Old North State Trust
North Carolina
$48K -$7.03K -84 -13%
MTIC
1039
Missouri Trust & Investment Company
Missouri
$45K +$43.4K +519 New
HCP
1040
Hexagon Capital Partners
Arkansas
$44K +$2.76K +33 +7%
AS
1041
Altshuler Shaham
Israel
$43K -$194K -2,321 -83%
PK
1042
Pflug Koory
Nebraska
$43K -$6.45K -77 -14%
TI
1043
Truehand Inc
New Hampshire
$41K – – –
NF
1044
Norwood Financial
Pennsylvania
$41K +$39.3K +470 New
WFS
1045
Widmann Financial Services
Maryland
$41K +$39.6K +473 New
SBL
1046
Sargent Bickham Lagudis
Colorado
$40K -$16.7K -199 -30%
BCA
1047
Bray Capital Advisors
Florida
$40K -$4.18K -50 -10%
RPCONE
1048
Retirement Planning Company of New England
Rhode Island
$40K +$39K +466 New
SFO
1049
Standard Family Office
South Dakota
$38K +$36.6K +437 New
CWM
1050
CarsonAllaria Wealth Management
Illinois
$38K +$36.7K +438 New