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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
OA
1026
Operose Advisors
Wisconsin
$11K – – –
SWM
1027
Selective Wealth Management
Virginia
$11K – – –
AWM
1028
Avior Wealth Management
Nebraska
$10K – – –
MHR
1029
Matthew Hamilton Rosenberg
$10K – – –
LWP
1030
Lumature Wealth Partners
Georgia
$9K – – –
PFPT
1031
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K -$5.38K -73 -38%
JWM
1032
Janiczek Wealth Management
Colorado
$8K – – –
PFA
1033
Professional Financial Advisors
Nebraska
$8K – – –
RA
1034
Rise Advisors
New York
$8K – – –
SAM
1035
Strategic Asset Management
Minnesota
$8K – – –
DI
1036
Disciplined Investments
Oklahoma
$8K +$368 +5 +5%
BWL
1037
Bogart Wealth LLC
Virginia
$8K +$7.37K +100 +714%
CWM
1038
Curi Wealth Management
North Carolina
$7K -$14.1K -192 -66%
FPFS
1039
First Personal Financial Services
North Carolina
$7K – – –
FPB
1040
First PREMIER Bank
South Dakota
$7K – – –
DWP
1041
Destiny Wealth Partners
Florida
$7K +$7.22K +98 New
Jones Financial Companies
1042
Jones Financial Companies
Missouri
$6K -$15K -203 -69%
FWM
1043
Focused Wealth Management
New York
$6K – – –
Kayne Anderson Rudnick Investment Management
1044
Kayne Anderson Rudnick Investment Management
California
$6K – – –
NSB
1045
Norway Savings Bank
Maine
$6K – – –
TSWM
1046
Tyler-Stone Wealth Management
Ohio
$6K +$3.24K +44 +105%
GWSG
1047
GPS Wealth Strategies Group
Colorado
$5K – – –
MAWCM
1048
Mine & Arao Wealth Creation & Management
California
$5K – – –
TWM
1049
Tradition Wealth Management
Minnesota
$5K – – –
CFD
1050
Creative Financial Designs
Indiana
$5K +$74 +1 +1%