We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1126
Raffa Wealth Management
District of Columbia
$7.94K +$4.2K +48 +87%
CIAS
1127
CBIZ Investment Advisory Services
Ohio
$7.71K
GWSA
1128
Global Wealth Strategies & Associates
Colorado
$7.71K
KTC
1129
Kentucky Trust Company
Kentucky
$7.71K
LC
1130
Lavaca Capital
Texas
$7.71K
VWA
1131
VSM Wealth Advisory
Maryland
$7.71K
YP
1132
YANKCOM Partnership
South Dakota
$7.71K
CFM
1133
Cornerstone Financial Management
Massachusetts
$7.55K +$2.36K +27 +38%
CPG
1134
Cornerstone Planning Group
New Jersey
$6.94K +$2.01K +23 +33%
MWM
1135
Mosley Wealth Management
California
$6.89K +$6.56K +75 New
AWM
1136
Activest Wealth Management
Florida
$6.86K -$15K -172 -66%
HNW
1137
High Note Wealth
Minnesota
$6.86K +$787 +9 +11%
TFA
1138
Transamerica Financial Advisors
Florida
$6.63K +$2.45K +28 +48%
BFPW
1139
BOK Financial Private Wealth
Colorado
$6.17K
S
1140
Sachetta
Massachusetts
$6.17K +$2.45K +28 +54%
FRA
1141
Front Row Advisors
California
$6.17K
HPWM
1142
High Point Wealth Management
New Jersey
$6.17K +$7K +80 New
Kayne Anderson Rudnick Investment Management
1143
Kayne Anderson Rudnick Investment Management
California
$6.09K -$612 -7 -8%
LFA
1144
LGT Financial Advisors
Texas
$5.48K
FGAM
1145
Financial Gravity Asset Management
Texas
$5.4K +$1.93K +22 +46%
KG
1146
Kilter Group
New York
$5.4K +$2.27K +26 +59%
SSG
1147
Summit Securities Group
New York
$4.93K -$45K -514 -89%
MSG
1148
Main Street Group
Virginia
$4.78K +$5.42K +62 New
HIW
1149
Holos Integrated Wealth
Pennsylvania
$4.67K
MEG
1150
Millstone Evans Group
Colorado
$4.55K