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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1026
SOA Wealth Advisors
New York
$23K +$2.77K +36 +15%
WQ
1027
Wealth Quarterback
New Jersey
$23K +$21.5K +279 New
CAM
1028
Costello Asset Management
Pennsylvania
$21K – – –
JFA
1029
JNBA Financial Advisors
Minnesota
$21K +$924 +12 +5%
SFSIG
1030
San Francisco Sentry Investment Group
California
$20K -$3.85K -50 -17%
PMFA
1031
Plante Moran Financial Advisors
Michigan
$20K – – –
SWG
1032
Summit Wealth Group
Vermont
$20K – – –
BCPWM
1033
Bradley & Co Private Wealth Management
Florida
$19K – – –
CAGAS
1034
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
MA
1035
MCF Advisors
Kentucky
$19K – – –
SWM
1036
Selective Wealth Management
Virginia
$19K – – –
RAM
1037
Riggs Asset Management
Pennsylvania
$19K +$2.46K +32 +16%
AIC
1038
Archer Investment Corporation
Indiana
$17.6K -$9.24K -120 -36%
FQ
1039
First Quadrant
California
$17K +$16.2K +211 New
TFIPS
1040
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K – – –
PFPT
1041
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K -$13.7K -178 -48%
EWM
1042
Endurance Wealth Management
Rhode Island
$16K -$2.23K -29 -12%
LJHT
1043
Laurie J. Hall Trustee
$16K – – –
TAIM
1044
TD Ameritrade Investment Management
Nebraska
$16K +$4.39K +57 +40%
PWA
1045
Pinnacle Wealth Advisors
Tennessee
$16K +$14.6K +190 New
PGWM
1046
Parisi Gray Wealth Management
New Jersey
$16K +$14.8K +192 New
SB
1047
Strategic Blueprint
Georgia
$16K +$15.2K +197 New
FP
1048
Financial Perspectives
Minnesota
$15.9K -$1.01M -13,085 -99%
DI
1049
Disciplined Investments
Oklahoma
$15K – – –
PA
1050
Perennial Advisors
New York
$15K – – –
40 41
42
43 44