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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1051
Parisi Gray Wealth Management
New Jersey
$16K +$14.8K +192 New
SB
1052
Strategic Blueprint
Georgia
$16K +$15.2K +197 New
FP
1053
Financial Perspectives
Minnesota
$15.9K
DI
1054
Disciplined Investments
Oklahoma
$15K
PA
1055
Perennial Advisors
New York
$15K
SN
1056
Sittner & Nelson
Oregon
$15K
CMA
1057
Cedar Mountain Advisors
Oregon
$14K -$7.7K -100 -37%
HWA
1058
HHM Wealth Advisors
Tennessee
$14K
TIM
1059
Tortoise Investment Management
New York
$14K
PWM
1060
Prentice Wealth Management
New York
$13K
SIS
1061
Sound Income Strategies
Florida
$12K -$30.7K -399 -74%
AFS
1062
Annapolis Financial Services
Maryland
$12K
CWA
1063
Clearview Wealth Advisors
Oregon
$12K
MHR
1064
Matthew Hamilton Rosenberg
$12K
MFA
1065
McClarren Financial Advisors
Pennsylvania
$12K
PO
1066
Private Ocean
California
$12K
TLFA
1067
True Link Financial Advisors
California
$12K +$2.31K +30 +27%
PWP
1068
Personal Wealth Partners
Minnesota
$12K +$11K +143 New
TFO
1069
Tarbox Family Office
California
$11K
MFT
1070
Moisand Fitzgerald Tamayo
Florida
$11K +$10K +130 New
LWP
1071
Lumature Wealth Partners
Georgia
$10K
NSB
1072
Norway Savings Bank
Maine
$10K
POIA
1073
Pin Oak Investment Advisors
Texas
$10K
FFG
1074
Ford Financial Group
California
$10K +$10.2K +132 New
RCA
1075
Ranch Capital Advisors
Florida
$9K