We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
AR Asset Management
California
$486K
MC
602
Moors & Cabot
Massachusetts
$484K -$37K -570 -7%
RG
603
Rikoon Group
New Mexico
$484K
TTWM
604
TCV Trust & Wealth Management
Virginia
$482K -$14.6K -225 -3%
Bank Julius Baer & Co
605
Bank Julius Baer & Co
Switzerland
$480K -$74.1K -1,142 -14%
BHWM
606
Bar Harbor Wealth Management
New Hampshire
$480K
EHC
607
Everett Harris & Co
California
$478K -$20.6K -318 -4%
FHB
608
First Hawaiian Bank
Hawaii
$477K -$31.1K -480 -6%
JAG
609
Journey Advisory Group
Kentucky
$474K +$455K +7,012 New
DT
610
Diversified Trust
Tennessee
$471K
ACM
611
Allred Capital Management
Texas
$468K -$5K -77 -1%
OFS
612
OneAscent Financial Services
Alabama
$468K +$450K +6,930 New
RWA
613
River Wealth Advisors
Pennsylvania
$463K +$108K +1,658 +32%
SPC
614
Sigma Planning Corp
Michigan
$462K +$26.1K +402 +6%
KTA
615
Keeley-Teton Advisors
Illinois
$458K
GJIC
616
Gamble Jones Investment Counsel
California
$454K -$1.62K -25 -0.4%
MA
617
Mutual Advisors
Nebraska
$452K +$4.09K +63 +1%
IAS
618
Investment Advisory Services
Texas
$449K -$25.7K -396 -6%
PA
619
Parallel Advisors
California
$447K -$53.8K -829 -11%
GPA
620
Garrison Point Advisors
California
$447K -$30.7K -474 -7%
CT
621
Coastline Trust
Rhode Island
$446K +$73.3K +1,130 +21%
CCT
622
Capital City Trust
Florida
$444K -$216K -3,323 -34%
SNBOSCI
623
Security National Bank of Sioux City Iowa
Iowa
$443K -$7.59K -117 -2%
HFBOT
624
Home Federal Bank of Tennessee
Tennessee
$440K +$78.8K +1,214 +23%
AAS
625
Avantax Advisory Services
Texas
$434K -$293K -4,522 -41%