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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1076
Sound Income Strategies
Florida
$10K
AFS
1077
Annapolis Financial Services
Maryland
$10K +$9.73K +150 New
CWA
1078
Clearview Wealth Advisors
Oregon
$10K +$9.73K +150 New
MFA
1079
McClarren Financial Advisors
Pennsylvania
$10K +$9.86K +152 New
NSB
1080
Norway Savings Bank
Maine
$9K -$1.3K -20 -13%
NEAM
1081
New England Asset Management
Connecticut
$9K
TFO
1082
Tarbox Family Office
California
$9K
VNA
1083
Valley National Advisers
Pennsylvania
$8K -$9.47K -146 -57%
POIA
1084
Pin Oak Investment Advisors
Texas
$8K
TIM
1085
Tortoise Investment Management
New York
$8K
TLFA
1086
True Link Financial Advisors
California
$8K +$7.27K +112 New
D
1087
Diversified
Delaware
$8K +$8.76K +135 New
JWM
1088
Janiczek Wealth Management
Colorado
$7K
RCA
1089
Ranch Capital Advisors
Florida
$7K
AssetMark Inc
1090
AssetMark Inc
California
$7K +$778 +12 +13%
PWA
1091
Phoenix Wealth Advisors
North Carolina
$7K +$6.49K +100 New
BII
1092
Bainco International Investors
Massachusetts
$7K +$6.62K +102 New
WPA
1093
West Paces Advisors
Georgia
$6.49K
CAC
1094
Core Alternative Capital
Georgia
$6K -$22.1K -341 -78%
FWM
1095
Focused Wealth Management
New York
$6K -$778 -12 -13%
CMA
1096
Cedar Mountain Advisors
Oregon
$6K
HCM
1097
Horrell Capital Management
Arkansas
$6K
LFG
1098
Larson Financial Group
Missouri
$6K
TFGT
1099
TS Financial Group (TSFG)
Illinois
$6K
PA
1100
Perennial Advisors
New York
$6K +$5.64K +87 New