We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
801
Principal Street Partners
Tennessee
$218K -$2.65K -32 -1%
VSQM
802
V-Square Quantitative Management
Illinois
$216K +$212K +2,563 New
APP
803
Avantax Planning Partners
Iowa
$216K +$212K +2,559 New
GC
804
Gratus Capital
Georgia
$216K +$211K +2,554 New
WEG
805
World Equity Group
Illinois
$216K +$1.36M +16,489 New
COCM
806
Charter Oak Capital Management
New Hampshire
$213K +$209K +2,524 New
RMCM
807
Reynders McVeigh Capital Management
Massachusetts
$213K +$209K +2,528 New
GA
808
Geller Advisors
New York
$213K +$209K +2,522 New
CW
809
CreativeOne Wealth
Kansas
$212K -$201K -2,424 -49%
LIM
810
Leavell Investment Management
Alabama
$211K -$7.2K -87 -3%
ADL
811
Asset Dedication LLC
California
$211K – – –
CFO
812
Custos Family Office
Texas
$211K +$207K +2,500 New
B
813
Bailard
California
$211K +$207K +2,497 New
BEAM
814
Baker Ellis Asset Management
Washington
$211K -$16.6K -200 -7%
MF
815
Montis Financial
Massachusetts
$210K +$206K +2,486 New
MPI
816
Mairs & Power Inc
Minnesota
$209K -$8.28K -100 -4%
CI
817
Conning Inc
Connecticut
$208K +$204K +2,470 New
WFAG
818
Wescott Financial Advisory Group
Pennsylvania
$207K +$203K +2,458 New
PI
819
PFS Investments
Georgia
$207K +$219K +2,643 New
CA
820
Cullinan Associates
Kentucky
$207K -$128K -1,552 -39%
FCMC
821
Founders Capital Management (Connecticut)
Connecticut
$207K +$203K +2,450 New
BJL
822
Brighton Jones LLC
Washington
$206K -$17.5K -212 -8%
HH
823
Hilltop Holdings
Texas
$205K +$201K +2,431 New
CLOS
824
Compagnie Lombard Odier SCmA
Switzerland
$205K +$110K +1,328 +121%
CWM
825
Congress Wealth Management
Massachusetts
$202K +$198K +2,395 New
31 32
33
34 35