We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
776
Systematic Financial Management
New Jersey
$310K – – –
HBW
777
Hazlett, Burt & Watson
West Virginia
$309K -$14.2K -145 -5%
PSP
778
Principal Street Partners
Tennessee
$309K +$18.2K +186 +7%
PPWP
779
Premier Path Wealth Partners
New Jersey
$308K +$39.3K +402 +16%
KFS
780
Keynote Financial Services
Connecticut
$307K – – –
FHA
781
Flagship Harbor Advisors
Massachusetts
$307K -$20.6K -211 -7%
SWP
782
Sagespring Wealth Partners
Tennessee
$306K +$290K +2,966 New
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$306K +$74.1K +758 +34%
FFM
784
Forum Financial Management
Illinois
$305K +$6.06K +62 +2%
MP
785
McDonald Partners
Ohio
$305K -$2.44K -25 -0.8%
CT
786
Chicago Trust
Illinois
$304K -$46.9K -480 -14%
CT
787
Caldwell Trust
Florida
$304K -$123K -1,255 -30%
DA
788
Dover Advisors
Virginia
$303K -$4.3K -44 -1%
SWMP
789
Signature Wealth Management Partners
New Jersey
$300K – – –
RWM
790
Ritholtz Wealth Management
New York
$300K +$6.74K +69 +2%
LCM
791
LCM Capital Management
Illinois
$300K -$2.35K -24 -0.8%
MMPW
792
Mitchell McLeod Pugh & Williams
Alabama
$299K – – –
CAG
793
Cypress Advisory Group
Arizona
$299K – – –
CC
794
Callan Capital
California
$299K +$24K +246 +9%
RP
795
Riverwater Partners
Wisconsin
$298K +$8.89K +91 +3%
SAM
796
S.A. Mason
Michigan
$298K -$879 -9 -0.3%
FFA
797
Farther Finance Advisors
California
$296K +$143K +1,466 +106%
CCM
798
Coldstream Capital Management
Washington
$296K +$17.4K +178 +7%
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$295K -$3.13K -32 -1%
WT
800
Washington Trust
Rhode Island
$295K -$65.8K -674 -19%
30 31
32
33 34