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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1051
Private Ocean
California
$18K +$10.7K +165 +165%
KFS
1052
Kelly Financial Services
Massachusetts
$17.3K -$778 -12 -4%
JFA
1053
JNBA Financial Advisors
Minnesota
$17K -$4.54K -70 -22%
AIM
1054
Arcadia Investment Management
Michigan
$17K – – –
EWM
1055
Endurance Wealth Management
Rhode Island
$17K – – –
RIM
1056
Rockbridge Investment Management
New York
$16K – – –
SWA
1057
SOA Wealth Advisors
New York
$16K +$16.1K +248 New
HGWM
1058
Harvest Group Wealth Management
Massachusetts
$15K – – –
MA
1059
MCF Advisors
Kentucky
$15K – – –
VCM
1060
Versant Capital Management
Arizona
$15K – – –
Jones Financial Companies
1061
Jones Financial Companies
Missouri
$15K +$14.1K +217 New
CCA
1062
Childress Capital Advisors
Texas
$15K +$14.3K +220 New
CL
1063
COWA LLC
Oklahoma
$15K +$14.9K +230 New
KCM
1064
Kathmere Capital Management
Pennsylvania
$14K – – –
PS
1065
Planned Solutions
California
$14K – – –
CIA
1066
Cascade Investment Advisors
Oregon
$13.9K – – –
TFIPS
1067
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.8K +$13.2K +204 New
FP
1068
Financial Perspectives
Minnesota
$13.1K +$908 +14 +8%
LJHT
1069
Laurie J. Hall Trustee
$13K – – –
LWA
1070
Lenox Wealth Advisors
New York
$12K -$714 -11 -6%
FPB
1071
First PREMIER Bank
South Dakota
$12K – – –
SN
1072
Sittner & Nelson
Oregon
$12K +$11.9K +184 New
HWA
1073
HHM Wealth Advisors
Tennessee
$11K -$21.3K -328 -66%
TAIM
1074
TD Ameritrade Investment Management
Nebraska
$10K -$51.8K -799 -85%
SFG
1075
Sowa Financial Group
Rhode Island
$10K -$20.5K -316 -68%