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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1026
Clean Yield Group
Vermont
$16.1K – – –
FP
1027
Financial Perspectives
Minnesota
$16K – – –
PMFA
1028
Plante Moran Financial Advisors
Michigan
$15.7K – – –
WOC
1029
West Oak Capital
California
$15.6K – – –
CMA
1030
Cedar Mountain Advisors
Oregon
$15.3K – – –
MA
1031
MCF Advisors
Kentucky
$15.2K – – –
TFGT
1032
TS Financial Group (TSFG)
Illinois
$15K +$13.7K +163 New
TLA
1033
Tanglewood Legacy Advisors
Texas
$14.9K – – –
VCM
1034
Versant Capital Management
Arizona
$14.9K +$337 +4 +2%
LFA
1035
Level Financial Advisors
New York
$14.2K – – –
JWM
1036
Janiczek Wealth Management
Colorado
$14.1K – – –
GKIM
1037
GW&K Investment Management
Massachusetts
$14K +$13K +154 New
JFGIW
1038
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K -$8.43K -100 -40%
TF
1039
Tompkins Financial
New York
$13.5K – – –
WIM
1040
Westside Investment Management
California
$13.4K -$2.19K -26 -15%
AFS
1041
Annapolis Financial Services
Maryland
$13.4K – – –
CAS
1042
Coppell Advisory Solutions
Texas
$13.3K +$12.6K +150 New
EWM
1043
Endurance Wealth Management
Rhode Island
$13K -$4.63K -55 -27%
FWA
1044
FSC Wealth Advisors
New York
$12.8K – – –
MHR
1045
Matthew Hamilton Rosenberg
$12.6K – – –
IWP
1046
IAG Wealth Partners
Wisconsin
$12.1K – – –
NSG
1047
Nalls Sherbakoff Group
Tennessee
$11.9K – – –
TIM
1048
Tortoise Investment Management
New York
$11.1K – – –
FMP
1049
Financial Management Professionals
Texas
$11K -$1.09K -13 -10%
LWP
1050
Lumature Wealth Partners
Georgia
$10.8K – – –
40 41
42
43 44