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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1026
Selective Wealth Management
Virginia
$16K -$8.37K -128 -36%
CAGAS
1027
Capital Advisory Group Advisory Services
Minnesota
$16K -$6.54K -100 -30%
EWM
1028
Endurance Wealth Management
Rhode Island
$16K -$784 -12 -5%
SWA
1029
SOA Wealth Advisors
New York
$16K -$131 -2 -0.8%
CL
1030
COWA LLC
Oklahoma
$16K – – –
MA
1031
MCF Advisors
Kentucky
$16K – – –
RIM
1032
Rockbridge Investment Management
New York
$16K – – –
BCPWM
1033
Bradley & Co Private Wealth Management
Florida
$16K +$15K +230 New
CAC
1034
Certified Advisory Corp
Florida
$15K +$13.9K +213 New
CIA
1035
Cascade Investment Advisors
Oregon
$14.1K – – –
RAM
1036
Riggs Asset Management
Pennsylvania
$14K -$19.6K -300 -60%
TFIPS
1037
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14K – – –
FP
1038
Financial Perspectives
Minnesota
$13.3K – – –
LJHT
1039
Laurie J. Hall Trustee
$13K – – –
SN
1040
Sittner & Nelson
Oregon
$13K – – –
RWB
1041
RMR Wealth Builders
New Jersey
$13K +$12.2K +187 New
FPB
1042
First PREMIER Bank
South Dakota
$12K – – –
TIM
1043
Tortoise Investment Management
New York
$12K +$3.27K +50 +40%
PA
1044
Perennial Advisors
New York
$12K +$6.08K +93 +107%
DI
1045
Disciplined Investments
Oklahoma
$12K +$6.54K +100 +128%
HWA
1046
HHM Wealth Advisors
Tennessee
$11K – – –
BAM
1047
Barrett Asset Management
New York
$11K +$6.08K +93 +139%
PWM
1048
Prentice Wealth Management
New York
$11K +$10.2K +156 New
PO
1049
Private Ocean
California
$10K -$7.52K -115 -43%
AFS
1050
Annapolis Financial Services
Maryland
$10K – – –
40 41
42
43 44