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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1051
Sittner & Nelson
Oregon
$10.5K
1832 Asset Management
1052
1832 Asset Management
Ontario, Canada
$10.4K
PP
1053
PrairieView Partners
Minnesota
$10K
MFA
1054
McClarren Financial Advisors
Pennsylvania
$10K +$84 +1 +0.9%
DF
1055
DecisionPoint Financial
Arizona
$9.79K
CFS
1056
CGC Financial Services
Oregon
$9.79K +$9.27K +110 New
First Eagle Investment Management
1057
First Eagle Investment Management
New York
$9.44K
QL
1058
Quarry LP
New York
$9.44K +$8.93K +106 New
DI
1059
Disciplined Investments
Oklahoma
$9.26K -$34K -403 -79%
WTG
1060
West Tower Group
Virginia
$9.17K +$8.68K +103 New
FPB
1061
First PREMIER Bank
South Dakota
$9K
FPFS
1062
First Personal Financial Services
North Carolina
$8.9K
AFG
1063
Albion Financial Group
Utah
$8.9K +$8.43K +100 New
CFD
1064
Creative Financial Designs
Indiana
$8.76K
BAAM
1065
Baker Avenue Asset Management
California
$8.63K
TC
1066
Trium Capital
United Kingdom
$8.27K +$1.38M +16,375 +21%
TWM
1067
Tradition Wealth Management
Minnesota
$8K +$1.09K +13 +17%
TSWM
1068
Tyler-Stone Wealth Management
Ohio
$8K +$7.25K +86 New
Kayne Anderson Rudnick Investment Management
1069
Kayne Anderson Rudnick Investment Management
California
$7.74K +$674 +8 +10%
RWPA
1070
Richard W. Paul & Associates
Michigan
$7.57K
WP
1071
WealthPLAN Partners
Nebraska
$7.57K
FWM
1072
Focused Wealth Management
New York
$7.43K
OP
1073
ORG Partners
Indiana
$7K +$6.32K +75 New
AWM
1074
Abound Wealth Management
Tennessee
$6.87K +$842 +10 +15%
MAWCM
1075
Mine & Arao Wealth Creation & Management
California
$6.68K