We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
876
Heritage Wealth Management (Ohio)
Ohio
$246K -$17.9K -200 -7%
JMFC
877
J.M. Forbes & Co
Massachusetts
$245K -$358 -4 -0.1%
FCM
878
Fourpath Capital Management
Oklahoma
$245K
AWM
879
AE Wealth Management
Kansas
$244K -$13.8K -154 -5%
Bank Julius Baer & Co
880
Bank Julius Baer & Co
Switzerland
$243K -$235K -2,628 -49%
LP
881
LMR Partners
United Kingdom
$242K +$248K +2,773 New
AMIM
882
Aull & Monroe Investment Management
Alabama
$242K
KOMWMG
883
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K
AWM
884
Axxcess Wealth Management
California
$241K -$31.8K -355 -11%
HCM
885
Howard Capital Management
Georgia
$241K +$1.25K +14 +0.5%
EC
886
EntryPoint Capital
New York
$240K -$330K -3,686 -57%
KWA
887
Kingswood Wealth Advisors
California
$239K +$8.41K +94 +4%
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$238K +$1.79K +20 +0.7%
MWM
889
Mission Wealth Management
California
$238K +$2.24K +25 +0.9%
LBC
890
Lowe Brockenbrough & Co
Virginia
$238K +$14.8K +165 +6%
CCM
891
Coldstream Capital Management
Washington
$238K -$4.74K -53 -2%
LT
892
Legacy Trust
Michigan
$237K +$243K +2,715 New
MP
893
McDonald Partners
Ohio
$236K -$7.78K -87 -3%
CWP
894
Cyndeo Wealth Partners
Florida
$235K -$8.77K -98 -4%
RP
895
Riverwater Partners
Wisconsin
$235K -$2.86K -32 -1%
EWA
896
Eagle Wealth Advisors
Connecticut
$235K +$240K +2,685 New
COCM
897
Charter Oak Capital Management
New Hampshire
$234K -$4.47K -50 -2%
FFM
898
Fullerton Fund Management
Singapore
$234K +$240K +2,683 New
LCM
899
LCM Capital Management
Illinois
$233K -$20.8K -232 -8%
RWP
900
RWA Wealth Partners
Massachusetts
$232K -$13.3K -149 -5%