We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
651
Boston Financial Management
Massachusetts
$395K +$13.3K +166 +3%
FM
652
Foster & Motley
Ohio
$394K -$7.51K -94 -2%
CCT
653
Capital City Trust
Florida
$394K -$5.99K -75 -1%
KIA
654
KCM Investment Advisors
California
$390K -$17.9K -224 -4%
JWCA
655
J.W. Cole Advisors
Florida
$390K -$8.63K -108 -2%
WT
656
Washington Trust
Rhode Island
$388K -$58.4K -731 -13%
BHIC
657
Bassett Hargrove Investment Counsel
Delaware
$387K -$3.6K -45 -0.9%
ANI
658
American National Insurance
Texas
$385K -$96.8K -1,211 -19%
GFA
659
Gifford Fong Associates
California
$385K – – –
MSR
660
Main Street Research
Connecticut
$384K -$29.2M -364,853 -99%
PA
661
Profund Advisors
Maryland
$384K -$72.3K -904 -15%
BHWM
662
Bar Harbor Wealth Management
New Hampshire
$381K -$24.5K -307 -6%
EWA
663
Exencial Wealth Advisors
Oklahoma
$377K -$55.1K -690 -12%
BST
664
Bath Savings Trust
Maine
$377K -$32K -400 -8%
SP
665
Symmetry Partners
Connecticut
$376K – – –
LS
666
Livforsakringsbolaget Skandia
Sweden
$374K – – –
Loomis, Sayles & Company
667
Loomis, Sayles & Company
Massachusetts
$373K +$221K +2,769 +133%
MFW
668
Meristem Family Wealth
Minnesota
$372K -$92.5K -1,157 -19%
1SB
669
1ST Source Bank
Indiana
$371K +$3.28K +41 +0.9%
MP
670
McDonald Partners
Ohio
$371K +$385K +4,823 New
ASN
671
Advisory Services Network
Georgia
$370K +$1.12K +14 +0.3%
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$368K -$3.84K -48 -1%
MYIA
673
Mount Yale Investment Advisors
Colorado
$368K +$40.2K +503 +12%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$365K – – –
EI
675
Ellevest Inc
New York
$364K +$57.5K +720 +18%