We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1026
IAG Wealth Partners
Wisconsin
$11.5K +$11.3K +136 New
FMP
1027
Financial Management Professionals
Texas
$11K +$2.56K +31 +31%
TIM
1028
Tortoise Investment Management
New York
$10.6K
LWP
1029
Lumature Wealth Partners
Georgia
$10.2K
SN
1030
Sittner & Nelson
Oregon
$9.96K
1832 Asset Management
1031
1832 Asset Management
Ontario, Canada
$9.87K +$8.03K +97 +485%
TFA
1032
Toth Financial Advisory
Virginia
$9.79K +$5.88K +71 +158%
DF
1033
DecisionPoint Financial
Arizona
$9.28K
RFG
1034
RFP Financial Group
Georgia
$9.12K -$66.2K -800 -88%
MFA
1035
McClarren Financial Advisors
Pennsylvania
$9K
PP
1036
PrairieView Partners
Minnesota
$9K
SFG
1037
Steward Financial Group
Texas
$9K +$5.71K +69 +157%
First Eagle Investment Management
1038
First Eagle Investment Management
New York
$8.95K
FPFS
1039
First Personal Financial Services
North Carolina
$8.44K
MIA
1040
Milestone Investment Advisors
Wisconsin
$8.44K +$8.28K +100 New
CFD
1041
Creative Financial Designs
Indiana
$8.29K +$2.48K +30 +44%
BAAM
1042
Baker Avenue Asset Management
California
$8.19K
FPB
1043
First PREMIER Bank
South Dakota
$8K
RWPA
1044
Richard W. Paul & Associates
Michigan
$7.17K -$83 -1 -1%
WP
1045
WealthPLAN Partners
Nebraska
$7.17K +$7.03K +85 New
FWM
1046
Focused Wealth Management
New York
$7.04K
Kayne Anderson Rudnick Investment Management
1047
Kayne Anderson Rudnick Investment Management
California
$6.67K
MAWCM
1048
Mine & Arao Wealth Creation & Management
California
$6.33K
TWM
1049
Tradition Wealth Management
Minnesota
$6K +$2.32K +28 +60%
AWM
1050
Abound Wealth Management
Tennessee
$5.67K