We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
826
Montis Financial
Massachusetts
$241K – – –
CIC
827
Crawford Investment Counsel
Georgia
$239K -$72.5K -942 -24%
NFG
828
Next Financial Group
Texas
$239K -$16.9K -219 -7%
BJL
829
Brighton Jones LLC
Washington
$238K -$48.2K -626 -18%
IFWM
830
Institute for Wealth Management
Colorado
$237K -$10.5K -136 -4%
FMLI
831
Fukoku Mutual Life Insurance
Japan
$237K – – –
BWAM
832
Boyd Watterson Asset Management
Ohio
$237K +$223K +2,894 New
RCA
833
Resonant Capital Advisors
Wisconsin
$237K +$223K +2,903 New
IWC
834
Integrated Wealth Concepts
Massachusetts
$236K +$223K +2,892 New
APP
835
Avantax Planning Partners
Iowa
$234K -$9.62K -125 -4%
FCH
836
Freestone Capital Holdings
Washington
$234K +$220K +2,864 New
FFN
837
Focus Financial Network
Minnesota
$233K +$219K +2,851 New
LB
838
Legacy Bridge
Iowa
$233K -$3.46K -45 -2%
TNA
839
True North Advisors
Texas
$232K +$219K +2,839 New
CWM
840
Calamos Wealth Management
Illinois
$231K +$218K +2,831 New
ESB
841
Essex Savings Bank
Connecticut
$229K -$16.9K -219 -7%
DTC
842
Davidson Trust Company
Washington
$229K +$216K +2,801 New
PG
843
Proffitt & Goodson
Tennessee
$228K -$2.69K -35 -1%
RWG
844
Regal Wealth Group
California
$226K +$385 +5 +0.2%
ADL
845
Asset Dedication LLC
California
$226K +$39.3K +510 +23%
KOMWMG
846
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$226K +$213K +2,765 New
KA
847
Kovack Advisors
Florida
$225K +$212K +2,750 New
AWM
848
Aevitas Wealth Management
Massachusetts
$225K +$212K +2,752 New
S
849
SignatureFD
Georgia
$224K +$693 +9 +0.3%
AIM
850
Anchor Investment Management
South Carolina
$224K -$7.7K -100 -4%
32 33
34
35 36