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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1076
Signet Financial Management
New Jersey
$29K +$27.7K +331 New
Koshinski Asset Management
1077
Koshinski Asset Management
Illinois
$28.8K -$15.1K -180 -35%
PMFA
1078
Plante Moran Financial Advisors
Michigan
$28K -$343K -4,093 -93%
ACM
1079
Antonetti Capital Management
Florida
$28K -$4.18K -50 -13%
GAM
1080
Gemmer Asset Management
California
$28K – – –
SC
1081
Sierra Capital
Florida
$28K +$1K +12 +4%
IFS
1082
Intelligent Financial Strategies
Minnesota
$28K +$26.5K +316 New
EWM
1083
Elmwood Wealth Management
California
$28K +$26.7K +319 New
VCM
1084
Versant Capital Management
Arizona
$27K -$1.34K -16 -5%
CYG
1085
Clean Yield Group
Vermont
$27K – – –
CFO
1086
CVA Family Office
Colorado
$27K +$21.8K +261 +483%
CWM
1087
Curi Wealth Management
North Carolina
$27K +$26.5K +317 New
GEA
1088
Glen Eagle Advisors
New Jersey
$25.7K -$1.67K -20 -6%
CB
1089
CNB Bank
Pennsylvania
$25K -$3.35K -40 -12%
CAM
1090
Costello Asset Management
Pennsylvania
$23K – – –
KFS
1091
Kelly Financial Services
Massachusetts
$22.6K +$84 +1 +0.4%
JFA
1092
JNBA Financial Advisors
Minnesota
$22K +$670 +8 +3%
BCPWM
1093
Bradley & Co Private Wealth Management
Florida
$20K – – –
RAM
1094
Riggs Asset Management
Pennsylvania
$20K – – –
TC
1095
TAP Consulting
Missouri
$20K +$18.8K +225 New
OSNBOA
1096
Old Second National Bank of Aurora
Illinois
$19K – – –
NFSG
1097
Newbridge Financial Services Group
Florida
$19K +$13.7K +164 +328%
AIM
1098
Arcadia Investment Management
Michigan
$19K +$18.2K +217 New
BIA
1099
Bell Investment Advisors
California
$18K -$1K -12 -5%
EWM
1100
Endurance Wealth Management
Rhode Island
$18K – – –