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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Endurance Wealth Management
Rhode Island
$16K
NFSG
1052
Newbridge Financial Services Group
Florida
$16K
PFPT
1053
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K -$1.2K -15 -7%
EARNEST Partners
1054
EARNEST Partners
Georgia
$15K
FAG
1055
Fortitude Advisory Group
Washington
$15K +$719 +9 +5%
LJHT
1056
Laurie J. Hall Trustee
$14K
SN
1057
Sittner & Nelson
Oregon
$14K
SWA
1058
SOA Wealth Advisors
New York
$14K
FMP
1059
Financial Management Professionals
Texas
$14K +$13.2K +165 +1,179%
FP
1060
Financial Perspectives
Minnesota
$13.9K
TIM
1061
Tortoise Investment Management
New York
$13K
CMA
1062
Cedar Mountain Advisors
Oregon
$13K +$80 +1 +0.6%
SSG
1063
Summit Securities Group
New York
$13K +$14K +175 New
CAL
1064
Capital Advisors Ltd
Ohio
$12K -$61.6K -771 -84%
LWA
1065
Lenox Wealth Advisors
New York
$12K -$799 -10 -6%
AFS
1066
Annapolis Financial Services
Maryland
$12K
LFA
1067
Level Financial Advisors
New York
$12K
OA
1068
Operose Advisors
Wisconsin
$12K
SWM
1069
Selective Wealth Management
Virginia
$12K
RG
1070
Retirement Group
California
$12K +$879 +11 +157%
CAC
1071
Core Alternative Capital
Georgia
$12K +$11.5K +144 +847%
SIS
1072
Sound Income Strategies
Florida
$11K -$3.2K -40 -22%
MFA
1073
McClarren Financial Advisors
Pennsylvania
$11K -$80 -1 -0.6%
AWM
1074
Avior Wealth Management
Nebraska
$11K
MHR
1075
Matthew Hamilton Rosenberg
$11K