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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1126
Accordant Advisory Group
Maryland
$17.9K – – –
WW
1127
Winnow Wealth
Texas
$17.9K +$16.2K +168 +1,292%
FP
1128
Financial Perspectives
Minnesota
$17.8K – – –
CMA
1129
Cedar Mountain Advisors
Oregon
$17.1K – – –
WIM
1130
Westside Investment Management
California
$16.9K +$16.2K +168 New
LC
1131
Lavaca Capital
Texas
$16.7K +$9.65K +100 +145%
CAC
1132
Core Alternative Capital
Georgia
$16.6K – – –
TF
1133
Tompkins Financial
New York
$16.5K -$1.83K -19 -10%
TLA
1134
Tanglewood Legacy Advisors
Texas
$16.5K – – –
SIS
1135
Sound Income Strategies
Florida
$16.5K +$483 +5 +3%
CWM
1136
Cranbrook Wealth Management
Michigan
$16K – – –
CYG
1137
Clean Yield Group
Vermont
$15.9K – – –
GEA
1138
Glen Eagle Advisors
New Jersey
$15.2K – – –
EDRH
1139
Edmond de Rothschild Holding
Switzerland
$14.9K – – –
TIM
1140
Tortoise Investment Management
New York
$13.9K +$1.45K +15 +12%
FFA
1141
Frazier Financial Advisors
Ohio
$13.8K – – –
AAG
1142
Armstrong Advisory Group
Massachusetts
$13.7K -$11.3K -117 -46%
PWMG
1143
Private Wealth Management Group
New Jersey
$13.7K – – –
NC
1144
NewSquare Capital
Pennsylvania
$12.7K -$4.73K -49 -28%
TCM
1145
TruNorth Capital Management
Michigan
$12.1K – – –
TPWA
1146
Twin Peaks Wealth Advisors
California
$12.1K +$13.2K +137 New
SN
1147
Sittner & Nelson
Oregon
$11.7K – – –
KIM
1148
Kestra Investment Management
Texas
$11K – – –
PP
1149
PrairieView Partners
Minnesota
$11K – – –
TCM
1150
Traub Capital Management
Massachusetts
$11K +$10.7K +111 New
44 45
46
47 48