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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
1201
Howard Hughes Medical Institute
Maryland
$7.34K -$89 -1 -1%
HNW
1202
High Note Wealth
Minnesota
$6.99K -$89 -1 -1%
BFPW
1203
BOK Financial Private Wealth
Colorado
$6.99K – – –
FRA
1204
Front Row Advisors
California
$6.99K – – –
RF
1205
Rossby Financial
Florida
$6.9K +$2.77K +31 +65%
WAG
1206
Wilkerson Advisory Group
Missouri
$6.81K +$6.98K +78 New
LFASL
1207
Lugano Financial Advisors SA (LFA)
Switzerland
$6.55K – – –
FDW
1208
Fourth Dimension Wealth
Ohio
$6.29K – – –
CFM
1209
Cornerstone Financial Management
Massachusetts
$6.2K +$6.35K +71 New
LFA
1210
LGT Financial Advisors
Texas
$6.17K +$89 +1 +1%
CPG
1211
Cornerstone Planning Group
New Jersey
$6.08K -$10.5K -117 -63%
LB
1212
Legacy Bridge
Iowa
$5.85K +$5.99K +67 New
HIW
1213
Holos Integrated Wealth
Pennsylvania
$5.3K – – –
CIA
1214
Cape Investment Advisory
Georgia
$5.24K – – –
1NWS
1215
1 North Wealth Services
Maryland
$5.24K +$5.37K +60 New
MCM
1216
MidAtlantic Capital Management
Virginia
$5.24K +$5.37K +60 New
MEG
1217
Millstone Evans Group
Colorado
$5.15K – – –
TVWM
1218
Tower View Wealth Management
Wisconsin
$5.13K +$5.28K +59 New
PWA
1219
Provenance Wealth Advisors
Florida
$5.07K – – –
TFA
1220
Transamerica Financial Advisors
Florida
$5.04K -$4.03K -45 -44%
OAJ
1221
Ogorek Anthony Joseph
New York
$5K +$2.68K +30 +86%
AAG
1222
Accordant Advisory Group
Maryland
$4.89K -$11.2K -125 -69%
CFP
1223
Comprehensive Financial Planning
Pennsylvania
$4.8K – – –
CTB
1224
Country Trust Bank
Illinois
$4.8K – – –
RWM
1225
Raffa Wealth Management
District of Columbia
$4.8K – – –
47 48
49
50 51