We are live on ! Find out more
OTIS icon

Otis Worldwide
OTIS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Stephens Consulting
Michigan
$1.29K +$1.25K +13 New
GPFA
1252
Game Plan Financial Advisors
Ohio
$1.19K – – –
FC
1253
Fairscale Capital
New Hampshire
$1.03K – – –
WTFG
1254
Wood Tarver Financial Group
Idaho
$1K – – –
PWM
1255
Parkworth Wealth Management
California
$990 +$483 +5 +100%
TIM
1256
Total Investment Management
Arizona
$990 +$965 +10 New
HWP
1257
Highline Wealth Partners
California
$891 -$2.61K -27 -75%
NMG
1258
New Millennium Group
Utah
$891 – – –
CIAS
1259
CBIZ Investment Advisory Services
Ohio
$891 +$386 +4 +80%
HIA
1260
HFM Investment Advisors
New Jersey
$891 +$483 +5 +125%
NWM
1261
Nova Wealth Management
Florida
$891 +$869 +9 New
FG
1262
Fairman Group
Pennsylvania
$792 – – –
OPTFSNA
1263
Old Point Trust & Financial Services N A
Virginia
$594 +$579 +6 New
Q1WB
1264
Quest 10 Wealth Builders
Virginia
$544 – – –
NRWA
1265
North Ridge Wealth Advisors
Oregon
$496 – – –
SWIM
1266
Smallwood Wealth Investment Management
New Jersey
$495 +$483 +5 New
LFA
1267
Livelsberger Financial Advisory
Ohio
$412 +$386 +4 New
DF
1268
DecisionPoint Financial
Arizona
$302 -$10.3K -107 -97%
RS
1269
Rakuten Securities
Japan
$99 – – –
SWP
1270
Strategic Wealth Partners
Ohio
$50 +$97 +1 New
BTCPP
1271
Border to Coast Pensions Partnership
United Kingdom
– -$27.1M -262,972 Closed
PI
1272
PGGM Investments
Netherlands
– -$18.4M -177,812 Closed
CF
1273
Corebridge Financial
Texas
– -$9.4M -91,125 Closed
SIC
1274
Schwartz Investment Counsel
Michigan
– -$8.77M -85,000 Closed
OPCM
1275
Osborne Partners Capital Management
California
– -$7.75M -75,087 Closed
49 50
51
52 53