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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1051
Bell Investment Advisors
California
$18K +$19.3K +219 New
TSW
1052
Thompson Siegel & Walmsley
Virginia
$17K -$528K -6,000 -97%
EWM
1053
Endurance Wealth Management
Rhode Island
$17K – – –
PFPT
1054
Pinnacle Financial Partners (Tennessee)
Tennessee
$17K +$1.32K +15 +8%
CCM
1055
Carderock Capital Management
Maryland
$17K +$18.6K +212 New
TFIPS
1056
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.8K – – –
AWM
1057
Accel Wealth Management
Iowa
$16K -$17.3K -197 -50%
LJHT
1058
Laurie J. Hall Trustee
$16K – – –
KIG
1059
Kowal Investment Group
Wisconsin
$16K +$17.3K +197 New
SWA
1060
SOA Wealth Advisors
New York
$15K -$8.44K -96 -34%
DI
1061
Disciplined Investments
Oklahoma
$15K – – –
SN
1062
Sittner & Nelson
Oregon
$15K – – –
FP
1063
Financial Perspectives
Minnesota
$14.8K -$1.23K -14 -7%
CMA
1064
Cedar Mountain Advisors
Oregon
$14K – – –
HWA
1065
HHM Wealth Advisors
Tennessee
$14K – – –
TIM
1066
Tortoise Investment Management
New York
$14K – – –
PO
1067
Private Ocean
California
$14K +$1.32K +15 +10%
SWM
1068
Selective Wealth Management
Virginia
$13K -$6.42K -73 -32%
PWM
1069
Prentice Wealth Management
New York
$13K – – –
AFS
1070
Annapolis Financial Services
Maryland
$12K – – –
CWA
1071
Clearview Wealth Advisors
Oregon
$12K – – –
MHR
1072
Matthew Hamilton Rosenberg
$12K – – –
MFA
1073
McClarren Financial Advisors
Pennsylvania
$12K – – –
TLFA
1074
True Link Financial Advisors
California
$12K – – –
SC
1075
Sawyer & Company
Massachusetts
$12K +$13.2K +150 New
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