We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Aprio Wealth Management
Georgia
$232K +$264K +3,016 New
KWA
827
Kingswood Wealth Advisors
California
$232K +$24.1K +276 +10%
BL
828
Bleichroeder LP
New York
$231K – – –
SLT
829
St Louis Trust
Missouri
$231K – – –
SFM
830
Systematic Financial Management
New Jersey
$231K – – –
TIA
831
Tiemann Investment Advisors
California
$231K +$4.38K +50 +2%
HBW
832
Hazlett, Burt & Watson
West Virginia
$231K -$1.05K -12 -0.4%
BCM
833
Becker Capital Management
Oregon
$231K -$962 -11 -0.4%
BFO
834
Boston Family Office
Massachusetts
$229K +$2.19K +25 +0.8%
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K -$30.6K -350 -11%
AO
836
Advisor OS
Illinois
$228K -$612 -7 -0.2%
DJSG
837
D.J. St. Germain
Massachusetts
$225K -$10.8K -123 -4%
SWMP
838
Signature Wealth Management Partners
New Jersey
$224K – – –
GI
839
GAMCO Investors
Connecticut
$224K -$70K -800 -22%
BF
840
BOK Financial
Oklahoma
$223K -$39.8K -455 -14%
JC
841
JM2 Capital
Oklahoma
$223K -$1.23K -14 -0.5%
FCM
842
Fourpath Capital Management
Oklahoma
$222K +$6.47K +74 +3%
RYIA
843
Roehl & Yi Investment Advisors
Oregon
$220K +$250K +2,859 New
PFM
844
Patton Fund Management
Texas
$220K +$24.5K +280 +11%
JTF
845
J. Team Financial
Texas
$219K -$28.1K -321 -10%
SAM
846
S.A. Mason
Michigan
$217K +$87 +1 +0%
IA
847
Integrity Alliance
Iowa
$217K -$15.2K -174 -6%
JMFC
848
J.M. Forbes & Co
Massachusetts
$216K – – –
PWMAG
849
Pinnacle Wealth Management Advisory Group
New Jersey
$216K -$203K -2,319 -45%
LT
850
Legacy Trust
Michigan
$216K +$7.26K +83 +3%
32 33
34
35 36