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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1351
Whipplewood Advisors
Colorado
– -$22.4K -226 Closed
OW
1352
Olistico Wealth
Oklahoma
– -$19.8K -200 Closed
TPWA
1353
Twin Peaks Wealth Advisors
California
– -$12.1K -137 Closed
NC
1354
NewSquare Capital
Pennsylvania
– -$12.7K -128 Closed
TCM
1355
Traub Capital Management
Massachusetts
– -$11K -111 Closed
CB
1356
Centennial Bank
Arkansas
– -$10.9K -110 Closed
BDPWM
1357
Barnes Dennig Private Wealth Management
Ohio
– -$10.6K -107 Closed
FC
1358
Family CFO
California
– -$9.21K -93 Closed
SO
1359
Sierra Ocean
California
– -$7.38K -74 Closed
RP
1360
Raelipskie Partnership
Ontario, Canada
– -$6.14K -62 Closed
PSFG
1361
Park Square Financial Group
Georgia
– -$6.04K -61 Closed
TVWM
1362
Tower View Wealth Management
Wisconsin
– -$5.78K -58 Closed
CPA
1363
Compass Planning Associates
Massachusetts
– -$5.11K -52 Closed
WCM
1364
WealthTrak Capital Management
Virginia
– -$2.97K -30 Closed
FMP
1365
Financial Management Professionals
Texas
– -$2.08K -21 Closed
CWP
1366
Clark Wealth Partners
Illinois
– -$1.98K -20 Closed
EWA
1367
EQ Wealth Advisors
Texas
– -$1.98K -20 Closed
WTFG
1368
Wood Tarver Financial Group
Idaho
– -$1K -20 Closed
SC
1369
Stephens Consulting
Michigan
– -$1.29K -13 Closed
TIM
1370
Total Investment Management
Arizona
– -$990 -10 Closed
CIAS
1371
CBIZ Investment Advisory Services
Ohio
– -$891 -9 Closed
NMG
1372
New Millennium Group
Utah
– -$891 -9 Closed
NWM
1373
Nova Wealth Management
Florida
– -$891 -9 Closed
SWIM
1374
Smallwood Wealth Investment Management
New Jersey
– -$495 -5 Closed
LFA
1375
Livelsberger Financial Advisory
Ohio
– -$412 -4 Closed