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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1101
SOA Wealth Advisors
New York
$16K
SIS
1102
Sound Income Strategies
Florida
$16K +$5.02K +60 +48%
AssetMark Inc
1103
AssetMark Inc
California
$16K +$13.6K +163 +858%
MTWM
1104
Masso Torrence Wealth Management
New Jersey
$16K +$15.4K +184 New
FP
1105
Financial Perspectives
Minnesota
$15.7K
CMA
1106
Cedar Mountain Advisors
Oregon
$15K
TIM
1107
Tortoise Investment Management
New York
$15K
PO
1108
Private Ocean
California
$14K
MFA
1109
McClarren Financial Advisors
Pennsylvania
$14K +$167 +2 +1%
LWA
1110
Lenox Wealth Advisors
New York
$14K +$8.45K +101 +160%
LFA
1111
Level Financial Advisors
New York
$14K +$13.4K +160 New
RIA
1112
Richwood Investment Advisors
Ohio
$14K +$13.7K +164 New
AFS
1113
Annapolis Financial Services
Maryland
$13K
SWM
1114
Selective Wealth Management
Virginia
$13K
FPWM
1115
FSB Premier Wealth Management
Iowa
$13K +$12.6K +150 New
OA
1116
Operose Advisors
Wisconsin
$13K +$12.6K +150 New
AWM
1117
Avior Wealth Management
Nebraska
$12K -$8.79K -105 -42%
MHR
1118
Matthew Hamilton Rosenberg
$12K
TFO
1119
Tarbox Family Office
California
$11K -$84 -1 -0.8%
LWP
1120
Lumature Wealth Partners
Georgia
$11K
C
1121
Covestor
United Kingdom
$11K +$10.6K +127 New
FGAM
1122
Financial Gravity Asset Management
Texas
$10.2K +$165K +1,968 +1,640%
TLFA
1123
True Link Financial Advisors
California
$10K -$2.51K -30 -21%
SAM
1124
Strategic Asset Management
Minnesota
$10K
SPA
1125
Shore Point Advisors
New Jersey
$10K +$9.29K +111 New