We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
Allred Capital Management
Texas
$490K -$4.2K -57 -0.8%
CW
552
CreativeOne Wealth
Kansas
$482K +$91.6K +1,244 +22%
AMIM
553
Aull & Monroe Investment Management
Alabama
$481K -$5.52K -75 -1%
HL
554
HeadInvest LLC
Maine
$476K -$7.22K -98 -1%
SWP
555
Stratos Wealth Partners
Ohio
$475K -$20.7K -281 -4%
TBA
556
Tower Bridge Advisors
Pennsylvania
$474K -$40.5K -550 -8%
GL
557
Graypoint LLC
New York
$470K -$61.6K -836 -11%
SIA
558
Schechter Investment Advisors
Michigan
$467K +$11K +149 +2%
Cetera Investment Advisers
559
Cetera Investment Advisers
Illinois
$461K +$18.9K +256 +4%
KIA
560
Kraematon Investment Advisors
Massachusetts
$460K -$35.6K -483 -7%
MA
561
Montag & Associates
Georgia
$459K -$101K -1,375 -17%
CT
562
Caldwell Trust
Florida
$458K -$45.1K -612 -9%
HI
563
Horizon Investments
North Carolina
$456K -$407K -5,524 -46%
JAG
564
Journey Advisory Group
Kentucky
$453K -$35.7K -485 -8%
PP
565
Patten & Patten
Tennessee
$452K -$14.7K -200 -3%
OL
566
Optas LLC
Texas
$452K +$6.41K +87 +1%
GT
567
Greenleaf Trust
Michigan
$452K +$90.7K +1,232 +24%
KWM
568
Kingsview Wealth Management
Oregon
$451K +$29.7K +403 +7%
AIM
569
AHL Investment Management
Florida
$450K – – –
MGP
570
Metis Global Partners
California
$449K -$17.4K -236 -4%
MC
571
Moors & Cabot
Massachusetts
$449K -$16.4K -223 -3%
WWM
572
Western Wealth Management
Colorado
$449K +$74 +1 +0%
SPC
573
Sigma Planning Corp
Michigan
$446K -$31.1K -422 -6%
APA
574
American Portfolios Advisors
New York
$442K -$10.8K -146 -2%
IWC
575
Integrated Wealth Concepts
Massachusetts
$441K -$26.9K -365 -6%