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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1026
Matthew Hamilton Rosenberg
$12K – – –
IWP
1027
IAG Wealth Partners
Wisconsin
$11.5K +$11.3K +136 New
FMP
1028
Financial Management Professionals
Texas
$11K +$2.56K +31 +31%
TIM
1029
Tortoise Investment Management
New York
$10.6K – – –
LWP
1030
Lumature Wealth Partners
Georgia
$10.2K – – –
SN
1031
Sittner & Nelson
Oregon
$9.96K – – –
1832 Asset Management
1032
1832 Asset Management
Ontario, Canada
$9.87K +$8.03K +97 +485%
TFA
1033
Toth Financial Advisory
Virginia
$9.79K +$5.88K +71 +158%
DF
1034
DecisionPoint Financial
Arizona
$9.28K – – –
RFG
1035
RFP Financial Group
Georgia
$9.12K -$66.2K -800 -88%
MFA
1036
McClarren Financial Advisors
Pennsylvania
$9K – – –
PP
1037
PrairieView Partners
Minnesota
$9K – – –
SFG
1038
Steward Financial Group
Texas
$9K +$5.71K +69 +157%
First Eagle Investment Management
1039
First Eagle Investment Management
New York
$8.95K – – –
FPFS
1040
First Personal Financial Services
North Carolina
$8.44K – – –
MIA
1041
Milestone Investment Advisors
Wisconsin
$8.44K +$8.28K +100 New
CFD
1042
Creative Financial Designs
Indiana
$8.29K +$2.48K +30 +44%
BAAM
1043
Baker Avenue Asset Management
California
$8.19K – – –
FPB
1044
First PREMIER Bank
South Dakota
$8K – – –
RWPA
1045
Richard W. Paul & Associates
Michigan
$7.17K -$83 -1 -1%
WP
1046
WealthPLAN Partners
Nebraska
$7.17K +$7.03K +85 New
FWM
1047
Focused Wealth Management
New York
$7.04K – – –
Kayne Anderson Rudnick Investment Management
1048
Kayne Anderson Rudnick Investment Management
California
$6.67K – – –
MAWCM
1049
Mine & Arao Wealth Creation & Management
California
$6.33K – – –
TWM
1050
Tradition Wealth Management
Minnesota
$6K +$2.32K +28 +60%