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Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1076
Accordant Advisory Group
Maryland
$18.8K +$5.33K +56 +45%
NFA
1077
Northwest Financial Advisors
Virginia
$18.8K +$17.2K +181 New
FP
1078
Financial Perspectives
Minnesota
$18.7K – – –
HC
1079
Hara Capital
Washington
$18.7K +$17.1K +180 New
CMA
1080
Cedar Mountain Advisors
Oregon
$18K – – –
NRG
1081
Nemes Rush Group
Michigan
$17.8K – – –
TLA
1082
Tanglewood Legacy Advisors
Texas
$17.4K – – –
TFGT
1083
TS Financial Group (TSFG)
Illinois
$17K – – –
CWM
1084
Cranbrook Wealth Management
Michigan
$16.8K -$11.9K -125 -44%
VCM
1085
Versant Capital Management
Arizona
$16K -$20.5K -215 -58%
AFS
1086
Annapolis Financial Services
Maryland
$15.7K +$95 +1 +0.7%
SIS
1087
Sound Income Strategies
Florida
$15.7K -$8.29K -87 -37%
EDRH
1088
Edmond de Rothschild Holding
Switzerland
$15.6K – – –
KWAG
1089
Kiely Wealth Advisory Group
North Carolina
$15.4K – – –
FWA
1090
FSC Wealth Advisors
New York
$15K – – –
ZRP
1091
Zynergy Retirement Planning
New Jersey
$14.6K – – –
CAC
1092
Core Alternative Capital
Georgia
$14.4K – – –
FFA
1093
Frazier Financial Advisors
Ohio
$14.4K – – –
CYG
1094
Clean Yield Group
Vermont
$13.9K -$2.86K -30 -18%
TIM
1095
Tortoise Investment Management
New York
$13K – – –
S
1096
Sachetta
Massachusetts
$12.7K – – –
TCM
1097
TruNorth Capital Management
Michigan
$12.7K +$5.43K +57 +88%
SN
1098
Sittner & Nelson
Oregon
$12.3K – – –
MFA
1099
McClarren Financial Advisors
Pennsylvania
$12K +$2K +21 +22%
SS
1100
Sunbelt Securities
Texas
$12K +$4.67K +49 +74%
42 43
44
45 46