We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
526
Advisors Asset Management
Colorado
$810K -$42.9K -428 -5%
FNBT
527
FineMark National Bank & Trust
Florida
$801K – – –
ARMT
528
Amica Retiree Medical Trust
Rhode Island
$796K -$74.7K -745 -8%
DDC
529
DF Dent & Co
Maryland
$783K +$21.8K +217 +3%
SIA
530
Sit Investment Associates
Minnesota
$779K – – –
GT
531
Glenview Trust
Kentucky
$777K – – –
AWM
532
Apollon Wealth Management
South Carolina
$766K +$171K +1,706 +26%
PAM
533
Panagora Asset Management
Massachusetts
$761K +$25.4K +253 +3%
EMCIP
534
Ewing Morris & Co Investment Partners
Ontario, Canada
$754K +$817K +8,145 New
EF
535
Empowered Funds
Pennsylvania
$753K +$84.7K +845 +12%
MHIC
536
Marble Harbor Investment Counsel
Massachusetts
$752K – – –
VA
537
Vident Advisory
Georgia
$750K +$102K +1,022 +14%
DBIA
538
Dumont & Blake Investment Advisors
New Jersey
$748K +$1.4K +14 +0.2%
STA
539
Summit Trail Advisors
New York
$747K +$97.4K +971 +14%
LDB
540
Lee, Danner & Bass
Tennessee
$739K -$51.8K -517 -6%
Lido Advisors
541
Lido Advisors
California
$739K -$29.2K -291 -4%
DWP
542
Daymark Wealth Partners
Ohio
$730K +$37.2K +371 +5%
VI
543
Vestcor Inc
New Brunswick, Canada
$728K -$903 -9 -0.1%
TPM
544
Triasima Portfolio Management
Quebec, Canada
$724K +$784K +7,820 New
LAM
545
LECAP Asset Management
United Kingdom
$709K +$768K +7,654 New
KWM
546
Kingsview Wealth Management
Oregon
$707K +$53.8K +536 +8%
PTCG
547
Pring Turner Capital Group
California
$702K – – –
NONA
548
Ninety One North America
New York
$697K -$98.8K -985 -12%
EB
549
Eastern Bank
Massachusetts
$694K – – –
CWP
550
Curated Wealth Partners
California
$690K -$3.71K -37 -0.5%