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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1076
Intelligent Financial Strategies
Minnesota
$28K +$26.5K +316 New
EWM
1077
Elmwood Wealth Management
California
$28K +$26.7K +319 New
VCM
1078
Versant Capital Management
Arizona
$27K -$1.34K -16 -5%
CYG
1079
Clean Yield Group
Vermont
$27K
CFO
1080
CVA Family Office
Colorado
$27K +$21.8K +261 +483%
CWM
1081
Curi Wealth Management
North Carolina
$27K +$26.5K +317 New
GEA
1082
Glen Eagle Advisors
New Jersey
$25.7K -$1.67K -20 -6%
CB
1083
CNB Bank
Pennsylvania
$25K -$3.35K -40 -12%
CAM
1084
Costello Asset Management
Pennsylvania
$23K
KFS
1085
Kelly Financial Services
Massachusetts
$22.6K +$84 +1 +0.4%
JFA
1086
JNBA Financial Advisors
Minnesota
$22K +$670 +8 +3%
BCPWM
1087
Bradley & Co Private Wealth Management
Florida
$20K
RAM
1088
Riggs Asset Management
Pennsylvania
$20K
TC
1089
TAP Consulting
Missouri
$20K +$18.8K +225 New
OSNBOA
1090
Old Second National Bank of Aurora
Illinois
$19K
NFSG
1091
Newbridge Financial Services Group
Florida
$19K +$13.7K +164 +328%
AIM
1092
Arcadia Investment Management
Michigan
$19K +$18.2K +217 New
BIA
1093
Bell Investment Advisors
California
$18K -$1K -12 -5%
EWM
1094
Endurance Wealth Management
Rhode Island
$18K
PFPT
1095
Pinnacle Financial Partners (Tennessee)
Tennessee
$18K
TSW
1096
Thompson Siegel & Walmsley
Virginia
$18K
EARNEST Partners
1097
EARNEST Partners
Georgia
$17K +$14.1K +168 +600%
FAG
1098
Fortitude Advisory Group
Washington
$17K +$16.2K +194 New
LJHT
1099
Laurie J. Hall Trustee
$16K
SN
1100
Sittner & Nelson
Oregon
$16K