We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
826
Wescott Financial Advisory Group
Pennsylvania
$219K – – –
FCMC
827
Founders Capital Management (Connecticut)
Connecticut
$218K – – –
Voloridge Investment Management
828
Voloridge Investment Management
Florida
$216K -$7.41M -87,998 -97%
ADL
829
Asset Dedication LLC
California
$215K -$6.49K -77 -3%
CWM
830
Congress Wealth Management
Massachusetts
$213K – – –
NGA
831
Naples Global Advisors
Florida
$213K +$201K +2,390 New
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$213K +$201K +2,389 New
CPA
833
Capital Planning Advisors
California
$212K – – –
SSA
834
Schonfeld Strategic Advisors
New York
$212K +$201K +2,380 New
APWM
835
Atlas Private Wealth Management
New York
$211K +$199K +2,366 New
SL
836
Sentry LLC
Tennessee
$208K +$197K +2,335 New
CFAM
837
Center For Asset Management
Florida
$208K +$197K +2,334 New
AO
838
Advisor OS
Illinois
$206K +$195K +2,315 New
EH
839
Equitable Holdings
New York
$206K +$195K +2,312 New
GWP
840
Gateway Wealth Partners
Wisconsin
$205K +$194K +2,301 New
FIA
841
Foundations Investment Advisors
Arizona
$204K +$193K +2,296 New
USCWA
842
U.S. Capital Wealth Advisors
Texas
$204K +$193K +2,290 New
CCWM
843
Cassaday & Co Wealth Management
Virginia
$204K +$193K +2,287 New
GS
844
GTS Securities
Florida
$203K +$193K +2,285 New
MPI
845
Mairs & Power Inc
Minnesota
$203K -$16.9K -200 -8%
CCA
846
Cobblestone Capital Advisors
New York
$202K +$191K +2,273 New
SVCP
847
Silicon Valley Capital Partners
California
$202K – – –
CI
848
Conning Inc
Connecticut
$202K -$16.9K -200 -8%
FAFN
849
First Affirmative Financial Network
Colorado
$202K +$191K +2,266 New
RCM
850
Radnor Capital Management
Pennsylvania
$201K +$190K +2,259 New