We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
526
Pring Turner Capital Group
California
$593K +$559K +7,575 New
CFMC
527
Curbstone Financial Management Corp
New Hampshire
$593K -$118K -1,600 -17%
BRWA
528
B. Riley Wealth Advisors
Florida
$591K +$1.48K +20 +0.3%
CWP
529
Curated Wealth Partners
California
$587K – – –
HI
530
Horizon Investments
North Carolina
$585K +$17.4K +235 +3%
AIP
531
Ameritas Investment Partners
Nebraska
$578K -$18.8K -255 -3%
IGGA
532
Iron Gate Global Advisors
Utah
$577K -$9.45K -128 -2%
WANY
533
Wealthspire Advisors (New York)
New York
$577K +$36.9K +500 +7%
BIM
534
Baldwin Investment Management
Pennsylvania
$576K +$36.9K +500 +7%
TIM
535
Thornburg Investment Management
New Mexico
$570K – – –
KPWS
536
Kestra Private Wealth Services
Texas
$565K +$90.9K +1,231 +21%
AAM
537
AR Asset Management
California
$564K – – –
OL
538
Optas LLC
Texas
$557K +$49K +663 +10%
FMWA
539
Forvis Mazars Wealth Advisors
Missouri
$555K – – –
AAM
540
Ascension Asset Management
New York
$549K – – –
VBCG
541
Valley Brook Capital Group
Pennsylvania
$546K – – –
WC
542
Westhampton Capital
North Carolina
$545K – – –
CC
543
Chicago Capital
Illinois
$539K -$9.23K -125 -2%
ACM
544
Allred Capital Management
Texas
$532K -$1.48K -20 -0.3%
SIC
545
Salem Investment Counselors
North Carolina
$530K +$30.9K +419 +7%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$530K – – –
IWC
547
Integrated Wealth Concepts
Massachusetts
$530K +$49K +664 +11%
SWP
548
Stratos Wealth Partners
Ohio
$528K +$15.6K +211 +3%
SFFS
549
Stonehage Fleming Financial Services
Jersey
$527K -$27.8K -376 -5%
AWS
550
Atria Wealth Solutions
New York
$526K -$21.7K -294 -4%
20 21
22
23 24