We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
776
J.M. Forbes & Co
Massachusetts
$239K – – –
FNT
777
First National Trust
Pennsylvania
$238K -$20.6K -241 -8%
LCM
778
LCM Capital Management
Illinois
$238K -$770 -9 -0.3%
GVAG
779
Great Valley Advisor Group
Delaware
$238K -$27.5K -322 -10%
GPI
780
General Partner Inc
Pennsylvania
$237K – – –
NECFA
781
New England Capital Financial Advisors
Connecticut
$235K -$8.21K -96 -3%
CPA
782
Court Place Advisors
Maryland
$235K -$855 -10 -0.3%
SWMP
783
Signature Wealth Management Partners
New Jersey
$234K – – –
SCM
784
Shelton Capital Management
Colorado
$230K – – –
FAFN
785
First Affirmative Financial Network
Colorado
$229K +$50.4K +589 +26%
MMPW
786
Mitchell McLeod Pugh & Williams
Alabama
$229K – – –
AA
787
Ancora Advisors
Ohio
$228K -$2.14K -25 -0.9%
FHA
788
First Horizon Advisors
Tennessee
$228K +$1.03K +12 +0.4%
AA
789
Addison Advisors
Vermont
$228K +$7.78K +91 +3%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K +$1.8K +21 +0.7%
OIA
791
Optimum Investment Advisors
Illinois
$225K – – –
PFSC
792
Peoples Financial Services Corp
Pennsylvania
$225K – – –
SWA
793
Stratos Wealth Advisors
Ohio
$223K +$13.7K +160 +6%
KOMWMG
794
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$222K – – –
RWM
795
Ritholtz Wealth Management
New York
$222K -$134K -1,569 -36%
ST
796
Sentinel Trust
Texas
$221K +$12.7K +149 +6%
9WM
797
9258 Wealth Management
Ohio
$220K – – –
PFS
798
Prospera Financial Services
Texas
$220K -$2.31K -27 -1%
EH
799
Equitable Holdings
New York
$219K +$36K +421 +18%
ICG
800
InterOcean Capital Group
Tennessee
$219K – – –
30 31
32
33 34