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Otis Worldwide

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