We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
601
Private Capital Group
Connecticut
$474K +$115K +1,441 +31%
QT
602
Quantbot Technologies
New York
$474K +$493K +6,169 New
Cerity Partners
603
Cerity Partners
New York
$473K +$42.5K +532 +10%
MA
604
Mutual Advisors
Nebraska
$472K +$14.5K +182 +3%
LI
605
Lafayette Investments
Maryland
$469K +$6.87K +86 +1%
SFG
606
Sovereign Financial Group
Connecticut
$468K +$125K +1,565 +35%
LRPA
607
L. Roy Papp & Associates
Arizona
$466K -$5.91K -74 -1%
BFA
608
Bragg Financial Advisors
North Carolina
$465K -$67.2K -841 -12%
CT
609
Cambridge Trust
Massachusetts
$462K -$47.5K -594 -9%
MM
610
Meridian Management
Arkansas
$462K
GPA
611
Garrison Point Advisors
California
$460K
KWM
612
Kingsview Wealth Management
Oregon
$460K -$39.6K -495 -8%
MPW
613
Monterey Private Wealth
California
$450K +$93.6K +1,171 +25%
BTW
614
Boston Trust Walden
Massachusetts
$448K
YWP
615
YorkBridge Wealth Partners
New York
$446K -$7.11K -89 -2%
EM
616
Excalibur Management
Massachusetts
$445K -$2.08K -26 -0.4%
HIIFS
617
Harel Insurance Investments & Financial Services
Israel
$438K -$63.9K -800 -12%
MFA
618
Mayflower Financial Advisors
Massachusetts
$436K -$372K -4,652 -45%
CHC
619
City Holding Co
West Virginia
$436K -$26.9K -336 -6%
SBH
620
Segall Bryant & Hamill
Illinois
$435K -$25.8K -323 -5%
SJL
621
Shayne & Jacobs LLC
Tennessee
$435K
FB
622
Fulton Bank
Pennsylvania
$431K +$1.52K +19 +0.3%
GFS
623
GYL Financial Synergies
Connecticut
$430K -$7.83K -98 -2%
S
624
swisspartners
Liechtenstein
$430K -$5.2K -65 -1%
CW
625
CreativeOne Wealth
Kansas
$430K +$24.4K +305 +6%