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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1026
Compagnie Lombard Odier SCmA
Switzerland
$25K -$26K -338 -52%
OSNBOA
1027
Old Second National Bank of Aurora
Illinois
$25K – – –
SC
1028
Sierra Capital
Florida
$25K – – –
AL
1029
ADE LLC
Maryland
$24K – – –
FI
1030
Financial Insights
Washington
$23.6K +$22.2K +289 New
SWA
1031
SOA Wealth Advisors
New York
$23K +$2.77K +36 +15%
WQ
1032
Wealth Quarterback
New Jersey
$23K +$21.5K +279 New
KFS
1033
Kelly Financial Services
Massachusetts
$21.1K +$77 +1 +0.4%
CAM
1034
Costello Asset Management
Pennsylvania
$21K – – –
JFA
1035
JNBA Financial Advisors
Minnesota
$21K +$924 +12 +5%
SFSIG
1036
San Francisco Sentry Investment Group
California
$20K -$3.85K -50 -17%
PMFA
1037
Plante Moran Financial Advisors
Michigan
$20K – – –
SWG
1038
Summit Wealth Group
Vermont
$20K – – –
BCPWM
1039
Bradley & Co Private Wealth Management
Florida
$19K – – –
CAGAS
1040
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
MA
1041
MCF Advisors
Kentucky
$19K – – –
SWM
1042
Selective Wealth Management
Virginia
$19K – – –
RAM
1043
Riggs Asset Management
Pennsylvania
$19K +$2.46K +32 +16%
AIC
1044
Archer Investment Corporation
Indiana
$17.6K -$9.24K -120 -36%
FQ
1045
First Quadrant
California
$17K +$16.2K +211 New
TFIPS
1046
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7K – – –
PFPT
1047
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K -$13.7K -178 -48%
EWM
1048
Endurance Wealth Management
Rhode Island
$16K -$2.23K -29 -12%
LJHT
1049
Laurie J. Hall Trustee
$16K – – –
TAIM
1050
TD Ameritrade Investment Management
Nebraska
$16K +$4.39K +57 +40%
40 41
42
43 44