We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
901
First Command Bank
Texas
$117K -$27.2K -419 -20%
FCFS
902
First Command Financial Services
Texas
$117K -$27.2K -419 -20%
FFC
903
First Financial Corp
Indiana
$117K -$11.2K -173 -9%
GRP
904
Global Retirement Partners
California
$117K -$8.11K -125 -7%
FPS
905
Fieldpoint Private Securities
Connecticut
$114K +$110K +1,692 New
EDRH
906
Edmond de Rothschild Holding
Switzerland
$112K – – –
MRCM
907
M&R Capital Management
New Jersey
$111K – – –
FMTCOCP
908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$110K – – –
CMBA
909
C.M. Bidwell & Associates
Hawaii
$109K -$25K -385 -19%
MSFP
910
Mark Sheptoff Financial Planning
Connecticut
$109K -$3.24K -50 -3%
JCM
911
Jacobi Capital Management
Pennsylvania
$106K -$4.87K -75 -5%
APWM
912
Atlas Private Wealth Management
New York
$105K -$7.33K -113 -7%
FCA
913
FinTrust Capital Advisors
South Carolina
$104K -$6.49K -100 -6%
APA
914
American Portfolios Advisors
New York
$104K -$294K -4,532 -75%
AWM
915
AllSquare Wealth Management
New York
$103K +$22.4K +346 +29%
NSIM
916
North Star Investment Management
Illinois
$102K -$8.11K -125 -8%
EW
917
Evoke Wealth
California
$101K – – –
FHC
918
First Horizon Corporation
Tennessee
$100K +$12.2K +188 +14%
GWM
919
Greenhouse Wealth Management
Connecticut
$96K +$92.1K +1,420 New
CFFP
920
Center for Financial Planning
Michigan
$93K – – –
PK
921
Pflug Koory
Nebraska
$89K -$4.09K -63 -5%
IWMA
922
Ironwood Wealth Management (Arizona)
Arizona
$89K +$85.3K +1,315 New
FF
923
FourThought Financial
Florida
$86K +$83.2K +1,282 New
SC
924
Steph & Co
Wisconsin
$85K – – –
CPFP
925
Clear Perspectives Financial Planning
Ohio
$83K +$79.9K +1,231 New
35 36
37
38 39