We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1051
Barrett & Company
Rhode Island
$17.9K – – –
RAM
1052
Riggs Asset Management
Pennsylvania
$17.8K – – –
RTL
1053
Red Tortoise LLC
Georgia
$17.7K -$2.25K -27 -12%
SFCL
1054
Strengthening Families & Communities LLC
Massachusetts
$17.6K +$83 +1 +0.5%
HCM
1055
Highlander Capital Management
New Jersey
$17.5K – – –
RG
1056
Retirement Group
California
$17.1K – – –
MHR
1057
Matthew Hamilton Rosenberg
$16.8K +$3.83K +46 +32%
PS
1058
Planned Solutions
California
$16.6K +$15.5K +186 New
NFA
1059
Northwest Financial Advisors
Virginia
$16.1K +$15K +180 New
FP
1060
Financial Perspectives
Minnesota
$16.1K – – –
PMFA
1061
Plante Moran Financial Advisors
Michigan
$15.7K – – –
CMA
1062
Cedar Mountain Advisors
Oregon
$15.4K – – –
MA
1063
MCF Advisors
Kentucky
$15.3K – – –
FBC
1064
Fairfield, Bush & Co
Connecticut
$15.3K +$14.2K +171 New
TFGT
1065
TS Financial Group (TSFG)
Illinois
$15K – – –
WOC
1066
West Oak Capital
California
$15K – – –
GKIM
1067
GW&K Investment Management
Massachusetts
$15K +$582 +7 +4%
TLA
1068
Tanglewood Legacy Advisors
Texas
$14.9K – – –
CFD
1069
Creative Financial Designs
Indiana
$14.8K +$1.5K +18 +12%
SIS
1070
Sound Income Strategies
Florida
$14.7K -$1.75K -21 -11%
CYG
1071
Clean Yield Group
Vermont
$14.7K -$1.41K -17 -9%
VCM
1072
Versant Capital Management
Arizona
$14.7K -$249 -3 -2%
LFA
1073
Level Financial Advisors
New York
$14.3K – – –
WIA
1074
Wetzel Investment Advisors
Indiana
$14K +$13.5K +162 New
VWM
1075
Venturi Wealth Management
Texas
$13.8K +$6.74K +81 +111%
41 42
43
44 45