We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
751
Washington Trust
Rhode Island
$317K +$8.07K +108 +2%
VA
752
VestGen Advisors
Illinois
$317K +$91.2K +1,221 +38%
BWP
753
Burling Wealth Partners
Illinois
$317K -$21.1K -282 -6%
S
754
SimplyRich
California
$316K +$331K +4,426 New
MM
755
MQS Management
New York
$315K -$49.4K -662 -13%
BCM
756
Brookstone Capital Management
Illinois
$315K +$329K +4,399 New
EM
757
Excalibur Management
Massachusetts
$315K +$75 +1 +0%
GPA
758
Garrison Point Advisors
California
$314K -$36.6K -490 -10%
AC
759
Apella Capital
Connecticut
$314K +$8.74K +117 +3%
EWS
760
Evergreen Wealth Solutions
Pennsylvania
$313K +$320K +4,286 New
VFA
761
Valeo Financial Advisors
Indiana
$312K +$71.6K +959 +28%
PWAM
762
Private Wealth Asset Management
Iowa
$312K -$12.8K -172 -4%
AM
763
AGF Management
Ontario, Canada
$311K -$2.94M -39,325 -90%
PF
764
Phoenix Financial
Israel
$310K +$26.6K +356 +9%
MC
765
Moors & Cabot
Massachusetts
$310K -$8.44K -113 -3%
DMC
766
Drexel Morgan & Co
Pennsylvania
$307K – – –
TBT
767
Texas Bank & Trust
Texas
$305K +$8.14K +109 +3%
KWM
768
Kingsview Wealth Management
Oregon
$301K -$54.8K -734 -15%
MAS
769
Meeder Advisory Services
Ohio
$300K -$158K -2,117 -34%
WG
770
Warner Group
Connecticut
$300K +$313K +4,192 New
MGIA
771
Moneta Group Investment Advisors
Missouri
$297K +$1.27K +17 +0.4%
SWM
772
Shakespeare Wealth Management
Wisconsin
$297K – – –
FCP
773
Fidelis Capital Partners
Florida
$296K +$37.1K +497 +14%
PCIA
774
Prime Capital Investment Advisors
Kansas
$294K -$6.35K -85 -2%
OP
775
Oslo Pensjonsforsikring
$294K +$106K +1,419 +53%
29 30
31
32 33