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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
276
Cherry Tree Wealth Management
Minnesota
$35K
CCM
277
Chilton Capital Management
Texas
$32.8K
MAFA
278
MJT & Associates Financial Advisory
Minnesota
$32.4K
SSG
279
Summit Securities Group
New York
$32K +$32.4K +415 New
IA
280
IFP Advisors
Florida
$31.4K -$2.26K -29 -8%
WFA
281
West Financial Advisors
Iowa
$25.7K
HWM
282
HighMark Wealth Management
Minnesota
$25.5K +$25.8K +331 New
GI
283
GAMMA Investing
California
$23.1K -$7.96K -102 -25%
VWM
284
Vermillion Wealth Management
Minnesota
$23.1K -$1.41K -18 -6%
BTI
285
Blue Trust Inc
Georgia
$20.4K -$9.76K -125 -32%
Fuller & Thaler Asset Management
286
Fuller & Thaler Asset Management
California
$20.3K -$11.3M -144,226 -100%
HCA
287
Harbor Capital Advisors
Illinois
$20K +$1.48K +19 +8%
HWM
288
Hemington Wealth Management
Virginia
$18K -$859 -11 -4%
Nomura Asset Management
289
Nomura Asset Management
Japan
$17K
EWA
290
EverSource Wealth Advisors
Alabama
$16.7K +$7.34K +94 +77%
IWP
291
IAG Wealth Partners
Wisconsin
$15.4K
IBOK
292
Independence Bank of Kentucky
Kentucky
$15.4K
NEWAS
293
N.E.W. Advisory Services
Wisconsin
$15.4K
SWIM
294
Smallwood Wealth Investment Management
New Jersey
$14.9K +$78 +1 +0.5%
MCM
295
MAI Capital Management
Ohio
$12.7K -$1.95K -25 -13%
PMFA
296
Plante Moran Financial Advisors
Michigan
$12.4K
Bessemer Group
297
Bessemer Group
New Jersey
$12K -$6.71K -86 -36%
AAS
298
Ameritas Advisory Services
Nebraska
$11.6K +$11.7K +150 New
S
299
SignatureFD
Georgia
$8.87K -$468 -6 -5%
BFPW
300
BOK Financial Private Wealth
Colorado
$8.19K