We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Endurance Wealth Management
Rhode Island
$17K – – –
BC
1002
Barrett & Company
Rhode Island
$16.9K – – –
RAM
1003
Riggs Asset Management
Pennsylvania
$16.8K – – –
EARNEST Partners
1004
EARNEST Partners
Georgia
$16.5K – – –
CAL
1005
Capital Advisors Ltd
Ohio
$16K -$29.9K -361 -66%
LJHT
1006
Laurie J. Hall Trustee
$16K – – –
ETC
1007
Exchange Traded Concepts
Oklahoma
$16K +$5.79K +70 +59%
CYG
1008
Clean Yield Group
Vermont
$15.3K – – –
FP
1009
Financial Perspectives
Minnesota
$15.2K – – –
RG
1010
Retirement Group
California
$15K – – –
PMFA
1011
Plante Moran Financial Advisors
Michigan
$14.9K -$13.2K -159 -47%
WIM
1012
Westside Investment Management
California
$14.9K +$83 +1 +0.6%
WOC
1013
West Oak Capital
California
$14.8K – – –
CMA
1014
Cedar Mountain Advisors
Oregon
$14.5K – – –
MA
1015
MCF Advisors
Kentucky
$14.4K – – –
TLA
1016
Tanglewood Legacy Advisors
Texas
$14.1K – – –
HGERS
1017
Householder Group Estate & Retirement Specialist
Arizona
$14K – – –
VCM
1018
Versant Capital Management
Arizona
$13.7K -$2.4K -29 -15%
LFA
1019
Level Financial Advisors
New York
$13.5K – – –
CAC
1020
Core Alternative Capital
Georgia
$13.4K +$3.48K +42 +36%
JWM
1021
Janiczek Wealth Management
Colorado
$12.8K – – –
TF
1022
Tompkins Financial
New York
$12.8K -$24.8K -300 -66%
AFS
1023
Annapolis Financial Services
Maryland
$12.7K – – –
NSG
1024
Nalls Sherbakoff Group
Tennessee
$12.5K +$12.4K +150 New
FWA
1025
FSC Wealth Advisors
New York
$12.2K +$11.9K +144 New