We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
826
Center for Financial Planning
Michigan
$85K – – –
SOW
827
State of Wyoming
Wyoming
$83K -$26.2K -358 -22%
CSB
828
City State Bank
Iowa
$83K -$951 -13 -1%
EWM
829
Evermay Wealth Management
Virginia
$81K – – –
SC
830
Steph & Co
Wisconsin
$80K – – –
CPFP
831
Clear Perspectives Financial Planning
Ohio
$79K – – –
PFBT
832
Parkside Financial Bank & Trust
Missouri
$79K +$4.1K +56 +5%
IUHSA
833
Itau Unibanco Holding S.A.
Brazil
$79K +$90.9K +1,242 New
PSB
834
Piscataqua Savings Bank
New Hampshire
$78K – – –
GRP
835
Global Retirement Partners
California
$77K -$6.66K -91 -8%
FA
836
Fortis Advisors
Pennsylvania
$77K – – –
AA
837
Alta Advisers
United Kingdom
$77K +$87.8K +1,200 New
GWM
838
Geneos Wealth Management
Colorado
$76K -$117K -1,594 -57%
SWA
839
Sutton Wealth Advisors
Florida
$75.8K -$512 -7 -0.6%
RWM
840
Raffa Wealth Management
District of Columbia
$75.5K – – –
GCM
841
Gables Capital Management
Florida
$75K – – –
TIM
842
Tevis Investment Management
Texas
$74K – – –
FCA
843
FinTrust Capital Advisors
South Carolina
$73K – – –
MCM
844
MV Capital Management
Maryland
$70K +$1.83K +25 +2%
FCB
845
First Command Bank
Texas
$69K – – –
FCFS
846
First Command Financial Services
Texas
$69K – – –
OC
847
Oakworth Capital
Alabama
$69K – – –
MCC
848
Money Concepts Capital
Florida
$69K +$219 +3 +0.3%
MMG
849
Monetary Management Group
Missouri
$68K – – –
MSFP
850
Mark Sheptoff Financial Planning
Connecticut
$67K -$45.9K -627 -37%