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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1101
Lenox Wealth Advisors
New York
$5K +$176 +2 +3%
NFSG
1102
Newbridge Financial Services Group
Florida
$4K -$26.4K -300 -86%
APWA
1103
Atlas Private Wealth Advisors
New Jersey
$4K
EIP
1104
Ellis Investment Partners
Pennsylvania
$4K
IBOK
1105
Independence Bank of Kentucky
Kentucky
$4K
ME
1106
McIlrath & Eck
Washington
$4K
TFA
1107
Toth Financial Advisory
Virginia
$4K
TC
1108
Truvestments Capital
Florida
$4K
CI Investments Inc
1109
CI Investments Inc
Ontario, Canada
$4K +$4.66K +53 New
GFPC
1110
Global Financial Private Client
Florida
$3.05K
CFO
1111
CVA Family Office
Colorado
$3K -$22.9K -261 -83%
FMP
1112
Financial Management Professionals
Texas
$3K -$264 -3 -9%
BDS
1113
Banco de Sabadell
Florida
$3K
BAM
1114
Barrett Asset Management
New York
$3K
CCM
1115
Cribstone Capital Management
Maine
$3K
TCM
1116
Tradewinds Capital Management
Washington
$3K
VNA
1117
Valley National Advisers
Pennsylvania
$3K
GKWIM
1118
Gerber Kawasaki Wealth & Investment Management
California
$3K +$264 +3 New
RG
1119
Retirement Group
California
$3K +$440 +5 New
BBHC
1120
Brown Brothers Harriman & Co
New York
$2.77K +$72.5K +824 +3%
AssetMark Inc
1121
AssetMark Inc
California
$2K -$2.81K -32 -63%
CCA
1122
Column Capital Advisors
Indiana
$2K -$176 -2 -9%
EARNEST Partners
1123
EARNEST Partners
Georgia
$2K
IWP
1124
IAG Wealth Partners
Wisconsin
$2K
PCFFS
1125
Pacific Center for Financial Services
California
$2K