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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1051
JFS Wealth Advisors
Pennsylvania
$36.5K -$272 -3 -0.7%
TFM
1052
TFC Financial Management
Massachusetts
$36.3K -$182 -2 -0.5%
MSWM
1053
Mowery & Schoenfeld Wealth Management
Illinois
$36.2K -$4.27K -47 -11%
GWSG
1054
GPS Wealth Strategies Group
Colorado
$36.2K
HWM
1055
Hemington Wealth Management
Virginia
$35K -$3.72K -41 -9%
M
1056
MOTCO
Texas
$34.6K
OCM
1057
Orion Capital Management
California
$34.3K
FFO
1058
Fortitude Family Office
Arizona
$33.7K +$91 +1 +0.3%
FWA
1059
Flagship Wealth Advisors
Massachusetts
$33.6K
PAG
1060
Paladin Advisory Group
Iowa
$32.3K
ACA
1061
American Capital Advisory
Idaho
$31.6K -$272 -3 -0.9%
OC
1062
Oakworth Capital
Alabama
$31.4K +$10.3K +113 +49%
AWM
1063
Abound Wealth Management
Tennessee
$31.2K -$22.5K -248 -42%
WIM
1064
Westside Investment Management
California
$31K +$15.3K +168 +100%
PWA
1065
Physician Wealth Advisors
Utah
$31K +$11.3K +124 +58%
IUHSA
1066
Itau Unibanco Holding S.A.
Brazil
$30.9K -$1.54K -17 -5%
RA
1067
Ransom Advisory
Rhode Island
$30.7K -$9.08K -100 -23%
Loomis, Sayles & Company
1068
Loomis, Sayles & Company
Massachusetts
$30.7K +$545 +6 +2%
SIC
1069
SJS Investment Consulting
Ohio
$30.4K +$6.08K +67 +25%
PWMG
1070
Prestige Wealth Management Group
New Jersey
$29.4K
PB
1071
Pinnacle Bancorp
Nebraska
$29.2K +$1.73K +19 +6%
AAS
1072
Ameritas Advisory Services
Nebraska
$29.1K -$39.9K -439 -58%
VNA
1073
Valley National Advisers
Pennsylvania
$29K -$54.3K -598 -65%
IFS
1074
Intelligent Financial Strategies
Minnesota
$28.9K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$28.6K