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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
1101
Meramec Financial Planners
Missouri
$31K +$30.9K +345 New
PAG
1102
Paladin Advisory Group
Iowa
$30.8K – – –
WIM
1103
Westside Investment Management
California
$30.3K +$626 +7 +2%
PB
1104
Pinnacle Bancorp
Nebraska
$30.2K +$2.42K +27 +8%
NS
1105
NBC Securities
Alabama
$30.1K -$13.6K -152 -31%
OC
1106
Oakworth Capital
Alabama
$30K – – –
ACA
1107
American Capital Advisory
Idaho
$29.9K -$358 -4 -1%
RA
1108
Ransom Advisory
Rhode Island
$29.4K – – –
VNA
1109
Valley National Advisers
Pennsylvania
$29K +$805 +9 +3%
RFP
1110
Root Financial Partners
California
$28.7K +$3.85K +43 +15%
Loomis, Sayles & Company
1111
Loomis, Sayles & Company
Massachusetts
$28.2K -$1.16K -13 -4%
PWMG
1112
Prestige Wealth Management Group
New Jersey
$28.1K – – –
IFS
1113
Intelligent Financial Strategies
Minnesota
$27.6K – – –
GAFA
1114
Garton & Associates Financial Advisors
Kentucky
$27.2K +$27.8K +311 New
AWM
1115
Abound Wealth Management
Tennessee
$26.9K -$3.04K -34 -10%
UCB
1116
United Community Bank
South Carolina
$26.6K -$716 -8 -3%
OSNBOA
1117
Old Second National Bank of Aurora
Illinois
$26.2K – – –
CP
1118
Camelot Portfolios
Ohio
$26.2K +$26.8K +300 New
IRAG
1119
Investment Research & Advisory Group
Georgia
$25.9K -$88.7K -991 -77%
MTIC
1120
Missouri Trust & Investment Company
Missouri
$25.8K – – –
FFO
1121
Fortitude Family Office
Arizona
$25.6K -$6.8K -76 -21%
GSWM
1122
Golden State Wealth Management
California
$25.3K – – –
PWPS
1123
Pinnacle Wealth Planning Services
Ohio
$25.2K +$25.8K +288 New
FUBT
1124
First United Bank & Trust
Maryland
$24K – – –
GKIM
1125
GW&K Investment Management
Massachusetts
$24K +$1.7K +19 +7%