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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BH
1201
Burk Holdings
Oklahoma
$1.22K – – –
AG
1202
AmeriFlex Group
Nevada
$1.22K +$1.27K +17 New
CCMI
1203
Creative Capital Management Investments
California
$1.15K -$598 -8 -33%
SFS
1204
Sunrise Financial Services
Washington
$1.07K – – –
DCM
1205
Davis Capital Management
Florida
$1.07K +$1.12K +15 New
ACA
1206
Atlas Capital Advisors
Wyoming
$1K – – –
HWA
1207
Heritage Wealth Advisors
Virginia
$1K – – –
BWS
1208
Buck Wealth Strategies
Colorado
$931 +$971 +13 New
BCV
1209
Banque Cantonale Vaudoise
Switzerland
$923 +$280K +3,750 +41%
APW
1210
Allied Private Wealth
Florida
$864 +$896 +12 New
FC
1211
Fairscale Capital
New Hampshire
$859 – – –
GPFA
1212
Game Plan Financial Advisors
Ohio
$859 – – –
HIA
1213
HFM Investment Advisors
New Jersey
$788 +$448 +6 +120%
NWS
1214
Nvest Wealth Strategies
Ohio
$788 +$822 +11 New
RWS
1215
Retirement Wealth Solutions
Wisconsin
$716 -$598 -8 -44%
NL
1216
NVWM LLC
Pennsylvania
$716 +$373 +5 +100%
DF
1217
Dunhill Financial
United Kingdom
$679 -$299 -4 -31%
OAG
1218
Oakmont Advisory Group
New Mexico
$676 +$672 +9 New
CAC
1219
Core Alternative Capital
Georgia
$644 – – –
LC
1220
Luminist Capital
Michigan
$430 +$448 +6 New
TCA
1221
Trifecta Capital Advisors
Illinois
$358 +$373 +5 New
CCMR
1222
Core Capital Management & Research
Texas
$357 +$373 +5 New
BHWM
1223
Beaird Harris Wealth Management
Texas
$331 – – –
SA
1224
Seneschal Advisors
Washington
$287 – – –
FG
1225
Fairman Group
Pennsylvania
$286 – – –