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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
1101
Pinnacle Financial Partners (Tennessee)
Tennessee
$18K – – –
TSW
1102
Thompson Siegel & Walmsley
Virginia
$18K – – –
EARNEST Partners
1103
EARNEST Partners
Georgia
$17K +$14.1K +168 +600%
FAG
1104
Fortitude Advisory Group
Washington
$17K +$16.2K +194 New
LJHT
1105
Laurie J. Hall Trustee
$16K – – –
SN
1106
Sittner & Nelson
Oregon
$16K – – –
SWA
1107
SOA Wealth Advisors
New York
$16K – – –
SIS
1108
Sound Income Strategies
Florida
$16K +$5.02K +60 +48%
AssetMark Inc
1109
AssetMark Inc
California
$16K +$13.6K +163 +858%
MTWM
1110
Masso Torrence Wealth Management
New Jersey
$16K +$15.4K +184 New
FP
1111
Financial Perspectives
Minnesota
$15.7K – – –
CMA
1112
Cedar Mountain Advisors
Oregon
$15K – – –
TIM
1113
Tortoise Investment Management
New York
$15K – – –
PO
1114
Private Ocean
California
$14K – – –
MFA
1115
McClarren Financial Advisors
Pennsylvania
$14K +$167 +2 +1%
LWA
1116
Lenox Wealth Advisors
New York
$14K +$8.45K +101 +160%
LFA
1117
Level Financial Advisors
New York
$14K +$13.4K +160 New
RIA
1118
Richwood Investment Advisors
Ohio
$14K +$13.7K +164 New
AFS
1119
Annapolis Financial Services
Maryland
$13K – – –
SWM
1120
Selective Wealth Management
Virginia
$13K – – –
FPWM
1121
FSB Premier Wealth Management
Iowa
$13K +$12.6K +150 New
OA
1122
Operose Advisors
Wisconsin
$13K +$12.6K +150 New
AWM
1123
Avior Wealth Management
Nebraska
$12K -$8.79K -105 -42%
MHR
1124
Matthew Hamilton Rosenberg
$12K – – –
TFO
1125
Tarbox Family Office
California
$11K -$84 -1 -0.8%