We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Court Place Advisors
Maryland
$235K – – –
GW
752
GW & Wade
Massachusetts
$235K +$1.03K +14 +0.4%
DWM
753
Defined Wealth Management
Oregon
$234K – – –
CF
754
Centaurus Financial
California
$233K -$14.1K -192 -5%
RIL
755
Rothschild Investment LLC
Illinois
$233K – – –
EP
756
Eudaimonia Partners
Tennessee
$232K +$3.24K +44 +1%
LOAMS
757
Lombard Odier Asset Management (Switzerland)
Switzerland
$232K +$242K +3,282 New
HCM
758
Howland Capital Management
Massachusetts
$231K +$27.6K +375 +13%
LA
759
Lifeworks Advisors
Michigan
$230K +$240K +3,257 New
BWAM
760
Boyd Watterson Asset Management
Ohio
$229K -$66.8K -907 -22%
OAM
761
Oppenheimer Asset Management
New York
$229K +$4.57K +62 +2%
JMFC
762
J.M. Forbes & Co
Massachusetts
$228K -$1.25K -17 -0.5%
SNB
763
Security National Bank
Nebraska
$228K – – –
LWCFA
764
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$6.7K -91 -3%
IFAM
765
Institutional & Family Asset Management
Colorado
$226K -$589 -8 -0.2%
JAFL
766
Jay A. Fishman Ltd
Michigan
$226K -$3.68K -50 -2%
RCA
767
Resonant Capital Advisors
Wisconsin
$224K +$8.98K +122 +4%
NF
768
NTB Financial
Colorado
$223K -$4.05K -55 -2%
MMPW
769
Mitchell McLeod Pugh & Williams
Alabama
$223K – – –
SWMP
770
Signature Wealth Management Partners
New Jersey
$223K – – –
SG
771
StoneX Group
New York
$221K +$230K +3,121 New
MC
772
Machina Capital
France
$220K -$103K -1,404 -31%
LWAC
773
Laurel Wealth Advisors (California)
California
$220K +$34.7K +471 +18%
ZCM
774
Ziegler Capital Management
Illinois
$220K +$229K +3,108 New
BEAM
775
Baker Ellis Asset Management
Washington
$218K -$3.68K -50 -2%
29 30
31
32 33