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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
1201
Atlas Private Wealth Management
New York
-$75K -1,094 Closed
GC
1202
Grace Capital
Massachusetts
-$68K -1,000 Closed
KFA
1203
Kelleher Financial Advisors
New York
-$55K -800 Closed
MWP
1204
Meridian Wealth Partners
Pennsylvania
-$51K -744 Closed
IAIM
1205
International Assets Investment Management
Florida
-$41K -612 Closed
FP
1206
Fiduciary Planning
Florida
-$34K -500 Closed
LTI
1207
Laffer Tengler Investments
Tennessee
-$22.9K -335 Closed
AIM
1208
Arcadia Investment Management
Michigan
-$17K -250 Closed
CL
1209
COWA LLC
Oklahoma
-$16K -230 Closed
CAC
1210
Certified Advisory Corp
Florida
-$15K -213 Closed
CIA
1211
Cascade Investment Advisors
Oregon
-$14.1K -206 Closed
RWB
1212
RMR Wealth Builders
New Jersey
-$13K -187 Closed
NEAM
1213
New England Asset Management
Connecticut
-$9K -133 Closed
CG
1214
Cutler Group
California
-$9.54K -124 Closed
NIC
1215
Northwest Investment Counselors
Oregon
-$8K -124 Closed
BAMG
1216
Brand Asset Management Group
Missouri
-$5K -75 Closed
MF
1217
Manchester Financial
California
-$5K -70 Closed
PCA
1218
Providence Capital Advisors
North Carolina
-$4K -54 Closed
AWC
1219
Abundance Wealth Counselors
Pennsylvania
-$3K -50 Closed
GAM
1220
Grandview Asset Management
Pennsylvania
-$3K -50 Closed
LF
1221
Lee Financial
Texas
-$3K -50 Closed
MAM
1222
Marquette Asset Management
Minnesota
-$3K -50 Closed
LWP
1223
Laurel Wealth Planning
Minnesota
-$3K -43 Closed
WP
1224
WealthShield Partners
North Carolina
-$2K -25 Closed
LS
1225
Leelyn Smith
Illinois
-$1K -15 Closed