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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
976
Bellevue Asset Management
Washington
$60K – – –
MCA
977
Mercer Capital Advisers
New Jersey
$60K – – –
TFM
978
TFC Financial Management
Massachusetts
$60K +$88 +1 +0.1%
LWM
979
Liberty Wealth Management
California
$59K +$176 +2 +0.3%
TAIM
980
TD Ameritrade Investment Management
Nebraska
$59K +$65.2K +742 +371%
CFFP
981
Center for Financial Planning
Michigan
$58K -$58.9K -670 -49%
CCC
982
Crescent Capital Consulting
Louisiana
$58K – – –
CWC
983
Carolinas Wealth Consulting
North Carolina
$58K +$1.14K +13 +2%
HRC
984
Hoertkorn Richard Charles
$56K – – –
FFA
985
Freedman Financial Associates
Massachusetts
$55K +$528 +6 +0.9%
SBL
986
Sargent Bickham Lagudis
Colorado
$54K – – –
ONST
987
Old North State Trust
North Carolina
$53K – – –
KFI
988
Key Financial Inc
Pennsylvania
$53K +$4.4K +50 +8%
PB
989
Pinnacle Bancorp
Nebraska
$52K +$8.18K +93 +17%
BFEC
990
Benjamin F. Edwards & Company
Missouri
$51K +$4.4K +50 +9%
TF
991
Tompkins Financial
New York
$51K +$55K +625 New
TWA
992
TCI Wealth Advisors
Arizona
$50K +$2.46K +28 +5%
SWM
993
Sugarloaf Wealth Management
Georgia
$48K +$88 +1 +0.2%
JGIA
994
Jackson Grant Investment Advisers
Connecticut
$48K +$176 +2 +0.3%
BWM
995
BerganKDV Wealth Management
Minnesota
$48K +$22K +250 +76%
AF
996
Advisornet Financial
Minnesota
$47K -$731K -8,315 -94%
PK
997
Pflug Koory
Nebraska
$47K -$35.2K -400 -41%
APC
998
Aspire Private Capital
North Carolina
$46K – – –
RIM
999
Rockbridge Investment Management
New York
$46K +$879 +10 +2%
JWA
1000
JFS Wealth Advisors
Pennsylvania
$46K +$6.33K +72 +15%
38 39
40
41 42