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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1051
Pinnacle Wealth Advisors
Tennessee
$16K +$14.6K +190 New
PGWM
1052
Parisi Gray Wealth Management
New Jersey
$16K +$14.8K +192 New
SB
1053
Strategic Blueprint
Georgia
$16K +$15.2K +197 New
FP
1054
Financial Perspectives
Minnesota
$15.9K – – –
DI
1055
Disciplined Investments
Oklahoma
$15K – – –
PA
1056
Perennial Advisors
New York
$15K – – –
SN
1057
Sittner & Nelson
Oregon
$15K – – –
CMA
1058
Cedar Mountain Advisors
Oregon
$14K -$7.7K -100 -37%
HWA
1059
HHM Wealth Advisors
Tennessee
$14K – – –
TIM
1060
Tortoise Investment Management
New York
$14K – – –
PWM
1061
Prentice Wealth Management
New York
$13K – – –
SIS
1062
Sound Income Strategies
Florida
$12K -$30.7K -399 -74%
AFS
1063
Annapolis Financial Services
Maryland
$12K – – –
CWA
1064
Clearview Wealth Advisors
Oregon
$12K – – –
MHR
1065
Matthew Hamilton Rosenberg
$12K – – –
MFA
1066
McClarren Financial Advisors
Pennsylvania
$12K – – –
PO
1067
Private Ocean
California
$12K – – –
TLFA
1068
True Link Financial Advisors
California
$12K +$2.31K +30 +27%
PWP
1069
Personal Wealth Partners
Minnesota
$12K +$11K +143 New
TFO
1070
Tarbox Family Office
California
$11K – – –
MFT
1071
Moisand Fitzgerald Tamayo
Florida
$11K +$10K +130 New
LWP
1072
Lumature Wealth Partners
Georgia
$10K – – –
NSB
1073
Norway Savings Bank
Maine
$10K – – –
POIA
1074
Pin Oak Investment Advisors
Texas
$10K – – –
FFG
1075
Ford Financial Group
California
$10K +$10.2K +132 New