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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1201
Navigoe Wealth Management
California
$2K +$2.51K +25 New
SRCM
1202
Signature Resources Capital Management
California
$1.95K – – –
WCM
1203
WealthTrak Capital Management
Virginia
$1.85K +$2.01K +20 New
AP
1204
Aspect Partners
Virginia
$1.85K – – –
TCM
1205
TD Capital Management
Tennessee
$1.85K – – –
API
1206
Asset Planning Inc
California
$1.85K +$2.01K +20 New
CWP
1207
Clark Wealth Partners
Illinois
$1.85K +$2.01K +20 New
SSG
1208
Summit Securities Group
New York
$1.76K +$1.91K +19 New
VWA
1209
Valued Wealth Advisors
Utah
$1.57K – – –
NC
1210
NewSquare Capital
Pennsylvania
$1.48K +$1.6K +16 New
DWM
1211
Dogwood Wealth Management
Kansas
$1.44K – – –
TCA
1212
Trifecta Capital Advisors
Illinois
$1.39K – – –
BWL
1213
Bogart Wealth LLC
Virginia
$1.3K – – –
WPA
1214
West Paces Advisors
Georgia
$1.3K – – –
GWMI
1215
Guardian Wealth Management (Illinois)
Illinois
$1.18K – – –
TWD
1216
True Wealth Design
Ohio
$1.11K – – –
FC
1217
Fairscale Capital
New Hampshire
$1.11K – – –
GPFA
1218
Game Plan Financial Advisors
Ohio
$1.11K – – –
WTFG
1219
Wood Tarver Financial Group
Idaho
$1K +$2.01K +20 New
NMG
1220
New Millennium Group
Utah
$833 – – –
WW
1221
Winnow Wealth
Texas
$796 +$903 +9 New
NWWA
1222
New Wave Wealth Advisors
Arkansas
$758 +$802 +8 New
FG
1223
Fairman Group
Pennsylvania
$741 – – –
PWA
1224
Principia Wealth Advisory
Texas
$741 +$802 +8 New
GFPC
1225
Global Financial Private Client
Florida
$648 +$702 +7 New