We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1101
Perennial Advisors
New York
$6K +$5.64K +87 New
GSAM
1102
Grant Street Asset Management
Pennsylvania
$6K +$6.1K +94 New
KC
1103
Kinloch Capital
Virginia
$6K +$6.23K +96 New
GWMIA
1104
Global Wealth Management Investment Advisory
Florida
$5K -$1.95K -30 -29%
BAM
1105
Barrett Asset Management
New York
$5K – – –
DI
1106
Disciplined Investments
Oklahoma
$5K – – –
MF
1107
Manchester Financial
California
$5K – – –
MAWCM
1108
Mine & Arao Wealth Creation & Management
California
$5K – – –
TFA
1109
Toth Financial Advisory
Virginia
$5K – – –
TC
1110
Trust Company
Kansas
$5K +$973 +15 +28%
LS
1111
Leelyn Smith
Illinois
$4K -$33K -508 -90%
CFD
1112
Creative Financial Designs
Indiana
$4K – – –
RBC
1113
Roble Belko & Company
Pennsylvania
$4K – – –
PCA
1114
Providence Capital Advisors
North Carolina
$4K +$3.5K +54 New
RPWA
1115
Regent Peak Wealth Advisors
Georgia
$4K +$3.63K +56 New
WWM
1116
Wolff Wiese Magana
California
$4K +$3.63K +56 New
ST
1117
Sageworth Trust
Pennsylvania
$4K +$3.7K +57 New
CWM
1118
Curi Wealth Management
North Carolina
$4K +$3.96K +61 New
TWM
1119
Tradition Wealth Management
Minnesota
$4K +$4.15K +64 New
AJ
1120
Ashburton (Jersey)
Jersey
$3K – – –
CT
1121
Clearstead Trust
Maine
$3K – – –
IBOK
1122
Independence Bank of Kentucky
Kentucky
$3K – – –
LF
1123
Lee Financial
Texas
$3K – – –
TCM
1124
Tradewinds Capital Management
Washington
$3K – – –
LWP
1125
Laurel Wealth Planning
Minnesota
$3K +$2.79K +43 New