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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
951
TFC Financial Management
Massachusetts
$50K +$65 +1 +0.1%
BAM
952
Bellevue Asset Management
Washington
$49K – – –
CCC
953
Crescent Capital Consulting
Louisiana
$49K – – –
HRC
954
Hoertkorn Richard Charles
$47K – – –
LWM
955
Liberty Wealth Management
California
$46K – – –
SBL
956
Sargent Bickham Lagudis
Colorado
$46K +$523 +8 +1%
TF
957
Tompkins Financial
New York
$45K -$6.54K -100 -13%
FFA
958
Freedman Financial Associates
Massachusetts
$45K – – –
ONST
959
Old North State Trust
North Carolina
$44K -$4.38K -67 -9%
CLOS
960
Compagnie Lombard Odier SCmA
Switzerland
$44K +$42.2K +645 New
PB
961
Pinnacle Bancorp
Nebraska
$43K – – –
DSC
962
Duncker Streett & Co
Missouri
$42K -$6.54K -100 -14%
HFA
963
HC Financial Advisors
California
$41K – – –
IAIM
964
International Assets Investment Management
Florida
$41K – – –
BCA
965
Berman Capital Advisors
Georgia
$41K +$13.1K +200 +50%
JGIA
966
Jackson Grant Investment Advisers
Connecticut
$40K -$11K -169 -22%
BFEC
967
Benjamin F. Edwards & Company
Missouri
$40K +$2.55K +39 +7%
TWA
968
TCI Wealth Advisors
Arizona
$39K +$4.58K +70 +14%
KFI
969
Key Financial Inc
Pennsylvania
$38K +$2.55K +39 +8%
APC
970
Aspire Private Capital
North Carolina
$38K +$36.5K +559 New
SIS
971
Sound Income Strategies
Florida
$37K +$26.1K +399 +283%
FCM
972
Firestone Capital Management
Florida
$36K – – –
FP
973
Fiduciary Planning
Florida
$34K – – –
TI
974
Truehand Inc
New Hampshire
$32K – – –
CIA
975
CSat Investment Advisory
Michigan
$32K +$7.06K +108 +31%
37 38
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