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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1126
Bogart Wealth LLC
Virginia
$6.3K +$4.03K +54 +159%
DF
1127
Downshift Financial
Colorado
$6.09K +$6.35K +85 New
HPWM
1128
High Point Wealth Management
New Jersey
$5.73K – – –
CFM
1129
Compass Financial Management
Florida
$5.71K +$5.9K +79 New
Kayne Anderson Rudnick Investment Management
1130
Kayne Anderson Rudnick Investment Management
California
$5.66K – – –
PWA
1131
Principia Wealth Advisory
Texas
$5.66K +$5K +67 +558%
AWA
1132
Acumen Wealth Advisors
Tennessee
$5.51K -$12.2K -163 -68%
MWM
1133
Mosley Wealth Management
California
$5.48K +$149 +2 +3%
FCT
1134
First Community Trust
Iowa
$5.37K -$4.56K -61 -45%
FGC
1135
Financial Gravity Companies
Texas
$5.01K +$5.23K +70 New
SAS
1136
Spurstone Advisory Services
Connecticut
$4.8K +$3.21K +43 +172%
PWA
1137
Provenance Wealth Advisors
Florida
$4.51K +$373 +5 +9%
MSG
1138
Main Street Group
Virginia
$4.44K – – –
HIW
1139
Holos Integrated Wealth
Pennsylvania
$4.41K – – –
TVWM
1140
Tower View Wealth Management
Wisconsin
$4.25K – – –
MEG
1141
Millstone Evans Group
Colorado
$4.22K – – –
OAJ
1142
Ogorek Anthony Joseph
New York
$4K – – –
T
1143
Tidemark
California
$3.96K – – –
CFP
1144
Comprehensive Financial Planning
Pennsylvania
$3.94K – – –
CTB
1145
Country Trust Bank
Illinois
$3.94K – – –
PS
1146
Planning Strategies
Pennsylvania
$3.65K +$3.81K +51 New
PUI
1147
Purpose Unlimited Inc
$3.64K – – –
NEWAS
1148
N.E.W. Advisory Services
Wisconsin
$3.6K – – –
WA
1149
Walsh & Associates
Florida
$3.58K -$7.47K -100 -67%
NSG
1150
Nalls Sherbakoff Group
Tennessee
$3.58K – – –