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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
MCF Advisors
Kentucky
$16K – – –
RIM
1027
Rockbridge Investment Management
New York
$16K – – –
BCPWM
1028
Bradley & Co Private Wealth Management
Florida
$16K +$15K +230 New
CAC
1029
Certified Advisory Corp
Florida
$15K +$13.9K +213 New
CIA
1030
Cascade Investment Advisors
Oregon
$14.1K – – –
RAM
1031
Riggs Asset Management
Pennsylvania
$14K -$19.6K -300 -60%
TFIPS
1032
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14K – – –
LJHT
1033
Laurie J. Hall Trustee
$13K – – –
SN
1034
Sittner & Nelson
Oregon
$13K – – –
RWB
1035
RMR Wealth Builders
New Jersey
$13K +$12.2K +187 New
FPB
1036
First PREMIER Bank
South Dakota
$12K – – –
TIM
1037
Tortoise Investment Management
New York
$12K +$3.27K +50 +40%
PA
1038
Perennial Advisors
New York
$12K +$6.08K +93 +107%
DI
1039
Disciplined Investments
Oklahoma
$12K +$6.54K +100 +128%
HWA
1040
HHM Wealth Advisors
Tennessee
$11K – – –
BAM
1041
Barrett Asset Management
New York
$11K +$6.08K +93 +139%
PWM
1042
Prentice Wealth Management
New York
$11K +$10.2K +156 New
PO
1043
Private Ocean
California
$10K -$7.52K -115 -43%
AFS
1044
Annapolis Financial Services
Maryland
$10K – – –
CWA
1045
Clearview Wealth Advisors
Oregon
$10K – – –
MHR
1046
Matthew Hamilton Rosenberg
$10K – – –
TAIM
1047
TD Ameritrade Investment Management
Nebraska
$10K – – –
MFA
1048
McClarren Financial Advisors
Pennsylvania
$10K +$65 +1 +0.7%
AIG
1049
American International Group
New York
$9.76K -$563K -8,612 -6%
TFO
1050
Tarbox Family Office
California
$9K -$65 -1 -0.8%
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