We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
826
Boyd Watterson Asset Management
Ohio
$237K +$223K +2,894 New
RCA
827
Resonant Capital Advisors
Wisconsin
$237K +$223K +2,903 New
FI
828
Financial Insights
Washington
$236K +$22.2K +289 New
IWC
829
Integrated Wealth Concepts
Massachusetts
$236K +$223K +2,892 New
APP
830
Avantax Planning Partners
Iowa
$234K -$9.62K -125 -4%
FCH
831
Freestone Capital Holdings
Washington
$234K +$220K +2,864 New
FFN
832
Focus Financial Network
Minnesota
$233K +$219K +2,851 New
LB
833
Legacy Bridge
Iowa
$233K -$3.46K -45 -2%
TNA
834
True North Advisors
Texas
$232K +$219K +2,839 New
CWM
835
Calamos Wealth Management
Illinois
$231K +$218K +2,831 New
ESB
836
Essex Savings Bank
Connecticut
$229K -$16.9K -219 -7%
DTC
837
Davidson Trust Company
Washington
$229K +$216K +2,801 New
PG
838
Proffitt & Goodson
Tennessee
$228K -$2.69K -35 -1%
RWG
839
Regal Wealth Group
California
$226K +$385 +5 +0.2%
ADL
840
Asset Dedication LLC
California
$226K +$39.3K +510 +23%
KOMWMG
841
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$226K +$213K +2,765 New
KA
842
Kovack Advisors
Florida
$225K +$212K +2,750 New
AWM
843
Aevitas Wealth Management
Massachusetts
$225K +$212K +2,752 New
S
844
SignatureFD
Georgia
$224K +$693 +9 +0.3%
AIM
845
Anchor Investment Management
South Carolina
$224K -$7.7K -100 -4%
ST
846
Spinnaker Trust
Maine
$223K +$210K +2,724 New
CL
847
Choreo LLC
Illinois
$223K +$210K +2,727 New
PGCM
848
Prescott Group Capital Management
Oklahoma
$221K +$208K +2,700 New
CC
849
Cipher Capital
New York
$221K +$208K +2,702 New
FFWA
850
FRG Family Wealth Advisors
Washington
$219K -$42.7K -555 -17%
32 33
34
35 36