We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1151
Sierra Ocean
California
$6.9K +$7.42K +74 New
WWP
1152
WR Wealth Planners
Missouri
$6.85K +$401 +4 +6%
AWM
1153
Abound Wealth Management
Tennessee
$6.71K – – –
BIM
1154
Breakwater Investment Management
Washington
$6.67K – – –
RWPA
1155
Richard W. Paul & Associates
Michigan
$6.67K – – –
CCMI
1156
Creative Capital Management Investments
California
$6.67K +$7.22K +72 New
MEG
1157
Millstone Evans Group
Colorado
$6.67K +$7.22K +72 New
AG
1158
AmeriFlex Group
Nevada
$6.54K +$6.92K +69 New
PWA
1159
Provenance Wealth Advisors
Florida
$6.48K – – –
FGC
1160
Financial Gravity Companies
Texas
$6.48K +$2.21K +22 +46%
RWM
1161
Raffa Wealth Management
District of Columbia
$6.39K – – –
LC
1162
Lavaca Capital
Texas
$6.39K +$6.92K +69 New
PSFG
1163
Park Square Financial Group
Georgia
$6.11K +$6.62K +66 New
AW
1164
Avion Wealth
Texas
$6K +$1K +10 +18%
MSG
1165
Main Street Group
Virginia
$5.74K – – –
CIA
1166
Cape Investment Advisory
Georgia
$5.74K +$3.91K +39 +170%
MMCM
1167
Murphy & Mullick Capital Management
New York
$5.65K +$6.12K +61 New
MCM
1168
MidAtlantic Capital Management
Virginia
$5.56K – – –
SR
1169
Syntax Research
Florida
$5.46K – – –
TVWM
1170
Tower View Wealth Management
Wisconsin
$5.37K – – –
FWM
1171
FSA Wealth Management
Massachusetts
$5.31K – – –
GJIA
1172
Glass Jacobson Investment Advisors
Maryland
$5.15K +$100 +1 +2%
CFP
1173
Comprehensive Financial Planning
Pennsylvania
$5.09K +$5.51K +55 New
HIIFS
1174
Harel Insurance Investments & Financial Services
Israel
$5K – – –
CPA
1175
Compass Planning Associates
Massachusetts
$4.78K +$5.21K +52 New
45 46
47
48 49