We are live on ! Find out more
OTIS icon

Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1226
Trifecta Capital Advisors
Illinois
$1.55K – – –
BWL
1227
Bogart Wealth LLC
Virginia
$1.45K – – –
WPA
1228
West Paces Advisors
Georgia
$1.45K – – –
PWA
1229
Principia Wealth Advisory
Texas
$1.32K +$586 +6 +75%
WW
1230
Winnow Wealth
Texas
$1.31K +$391 +4 +44%
FC
1231
Fairscale Capital
New Hampshire
$1.24K – – –
GPFA
1232
Game Plan Financial Advisors
Ohio
$1.24K – – –
JAM
1233
JCIC Asset Management
Ontario, Canada
$1.24K +$1.17K +12 New
BI
1234
Binnacle Investments
Iowa
$1.14K +$1.07K +11 New
NL
1235
NVWM LLC
Pennsylvania
$1.03K +$488 +5 +100%
BFS
1236
Bare Financial Services
Pennsylvania
$1.03K +$977 +10 New
BHWM
1237
Bay Harbor Wealth Management
Maryland
$1.03K +$977 +10 New
NMG
1238
New Millennium Group
Utah
$929 – – –
FG
1239
Fairman Group
Pennsylvania
$741 – – –
TCM
1240
Tradewinds Capital Management
Washington
$660 +$586 +6 New
GP
1241
Greenline Partners
New York
$619 +$586 +6 New
BMC
1242
Bear Mountain Capital
Washington
$572 +$586 +6 New
Q1WB
1243
Quest 10 Wealth Builders
Virginia
$567 +$488 +5 New
NRWA
1244
North Ridge Wealth Advisors
Oregon
$516 – – –
PWM
1245
Parkworth Wealth Management
California
$516 – – –
CIAS
1246
CBIZ Investment Advisory Services
Ohio
$516 +$488 +5 New
HIA
1247
HFM Investment Advisors
New Jersey
$413 +$391 +4 New
RS
1248
Rakuten Securities
Japan
$103 +$98 +1 New
Parnassus Investments
1249
Parnassus Investments
California
– -$71.4M -771,116 Closed
Jennison Associates
1250
Jennison Associates
New York
– -$71M -766,705 Closed