We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
901
Cary Street Partners Asset Management
Virginia
$30K +$34.5K +472 New
LS
902
Livforsakringsbolaget Skandia
Sweden
$29K -$132K -1,800 -80%
BWM
903
BerganKDV Wealth Management
Minnesota
$28K -$9.07K -124 -22%
PFPT
904
Pinnacle Financial Partners (Tennessee)
Tennessee
$27K +$21.9K +300 +256%
CB
905
Community Bank
New York
$26K -$43.9K -600 -60%
KFP
906
KB Financial Partners
New Jersey
$26K -$146 -2 -0.5%
AAP
907
Arax Advisory Partners
Colorado
$26K – – –
FRA
908
Front Row Advisors
California
$26K – – –
CFG
909
CKW Financial Group
Hawaii
$26K +$73 +1 +0.3%
HFM
910
Harvest Fund Management
China
$25K – – –
TFM
911
TFC Financial Management
Massachusetts
$25K – – –
CWM
912
CarsonAllaria Wealth Management
Illinois
$25K +$73 +1 +0.3%
PWMG
913
Prestige Wealth Management Group
New Jersey
$25K +$2.85K +39 +11%
DSC
914
Duncker Streett & Co
Missouri
$24K – – –
OCM
915
Orion Capital Management
California
$24K – – –
GI
916
Gradient Investments
Minnesota
$23K -$439 -6 -2%
LFASL
917
Lugano Financial Advisors SA (LFA)
Switzerland
$23K – – –
M
918
MOTCO
Texas
$23K – – –
TC
919
Truvestments Capital
Florida
$23K – – –
CWM
920
Castle Wealth Management
Florida
$22K -$8.19K -112 -25%
SBL
921
Sargent Bickham Lagudis
Colorado
$22K -$3.66K -50 -13%
PK
922
Pflug Koory
Nebraska
$22K -$1.83K -25 -7%
BCA
923
Bray Capital Advisors
Florida
$22K – – –
CLOS
924
Compagnie Lombard Odier SCmA
Switzerland
$22K – – –
LTI
925
Laffer Tengler Investments
Tennessee
$21.4K – – –
35 36
37
38 39