We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1026
Baldwin Wealth Partners
Massachusetts
$25K -$2.16K -27 -8%
ACM
1027
Antonetti Capital Management
Florida
$25K – – –
FNBOSM
1028
First National Bank of South Miami
Florida
$25K – – –
SC
1029
Sierra Capital
Florida
$25K – – –
VCM
1030
Versant Capital Management
Arizona
$24K -$320 -4 -1%
CYG
1031
Clean Yield Group
Vermont
$24K – – –
IFS
1032
Intelligent Financial Strategies
Minnesota
$24K – – –
Jones Financial Companies
1033
Jones Financial Companies
Missouri
$23K -$34.4K -431 -59%
GAM
1034
Gemmer Asset Management
California
$23K -$559 -7 -2%
OSNBOA
1035
Old Second National Bank of Aurora
Illinois
$23K – – –
CJL
1036
Cyrus J. Lawrence
New York
$23K +$24.1K +302 New
RTC
1037
Riverview Trust Company
Washington
$23K +$24.1K +302 New
GEA
1038
Glen Eagle Advisors
New Jersey
$22.7K – – –
CWM
1039
Curi Wealth Management
North Carolina
$22K -$2.24K -28 -9%
PMFA
1040
Plante Moran Financial Advisors
Michigan
$20K -$5.12K -64 -20%
CAM
1041
Costello Asset Management
Pennsylvania
$20K – – –
C
1042
Covestor
United Kingdom
$20K +$10.2K +128 +101%
KFS
1043
Kelly Financial Services
Massachusetts
$20K +$80 +1 +0.4%
JFA
1044
JNBA Financial Advisors
Minnesota
$19K – – –
JSAM
1045
J. Safra Asset Management
New York
$19K – – –
SLWA
1046
San Luis Wealth Advisors
California
$19K +$17.6K +220 New
MA
1047
MCF Advisors
Kentucky
$19K +$19.7K +246 New
CB
1048
CNB Bank
Pennsylvania
$18K -$4K -50 -17%
BCPWM
1049
Bradley & Co Private Wealth Management
Florida
$18K – – –
RAM
1050
Riggs Asset Management
Pennsylvania
$18K – – –