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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1126
Valley National Advisers
Pennsylvania
$7K +$924 +10 +15%
MSWM
1127
Mowery & Schoenfeld Wealth Management
Illinois
$6.95K – – –
PWA
1128
Provenance Wealth Advisors
Florida
$6.95K – – –
PK
1129
Pflug Koory
Nebraska
$6.86K – – –
RWM
1130
Raffa Wealth Management
District of Columbia
$6.85K – – –
TIM
1131
Thompson Investment Management
Wisconsin
$6.65K – – –
MSG
1132
Main Street Group
Virginia
$6.41K – – –
CAM
1133
Creekmur Asset Management
Illinois
$6.29K – – –
SL
1134
Salomon & Ludwin
Virginia
$6.25K -$1.66K -18 -22%
WWP
1135
WR Wealth Planners
Missouri
$6.25K +$5.82K +63 New
SR
1136
Syntax Research
Florida
$5.86K – – –
CBT
1137
Central Bank & Trust
Kentucky
$5.76K +$5.36K +58 New
TVWM
1138
Tower View Wealth Management
Wisconsin
$5.73K – – –
FWM
1139
FSA Wealth Management
Massachusetts
$5.69K – – –
FFO
1140
Fortitude Family Office
Arizona
$5.46K – – –
GJIA
1141
Glass Jacobson Investment Advisors
Maryland
$5.46K – – –
GFL
1142
Granite FO LLC
New Hampshire
$5.32K – – –
SS
1143
Sunbelt Securities
Texas
$5.16K – – –
GJWM
1144
Gilliland Jeter Wealth Management
Arkansas
$5.16K +$4.81K +52 New
AW
1145
Avion Wealth
Texas
$5K – – –
HIIFS
1146
Harel Insurance Investments & Financial Services
Israel
$5K – – –
WIM
1147
Westside Investment Management
California
$4.96K -$9.24K -100 -67%
NFSG
1148
Newbridge Financial Services Group
Florida
$4.96K -$4.07K -44 -47%
LAM
1149
Lummis Asset Management
Texas
$4.96K – – –
BL
1150
BFSG LLC
California
$4.96K +$4.62K +50 New