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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1051
Lumature Wealth Partners
Georgia
$10.8K – – –
SN
1052
Sittner & Nelson
Oregon
$10.5K – – –
1832 Asset Management
1053
1832 Asset Management
Ontario, Canada
$10.4K – – –
PP
1054
PrairieView Partners
Minnesota
$10K – – –
MFA
1055
McClarren Financial Advisors
Pennsylvania
$10K +$84 +1 +0.9%
DF
1056
DecisionPoint Financial
Arizona
$9.79K – – –
CFS
1057
CGC Financial Services
Oregon
$9.79K +$9.27K +110 New
First Eagle Investment Management
1058
First Eagle Investment Management
New York
$9.44K – – –
QL
1059
Quarry LP
New York
$9.44K +$8.93K +106 New
DI
1060
Disciplined Investments
Oklahoma
$9.26K -$34K -403 -79%
WTG
1061
West Tower Group
Virginia
$9.17K +$8.68K +103 New
FPB
1062
First PREMIER Bank
South Dakota
$9K – – –
FPFS
1063
First Personal Financial Services
North Carolina
$8.9K – – –
AFG
1064
Albion Financial Group
Utah
$8.9K +$8.43K +100 New
CFD
1065
Creative Financial Designs
Indiana
$8.76K – – –
BAAM
1066
Baker Avenue Asset Management
California
$8.63K – – –
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 – – –