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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Vermillion Wealth Management
Minnesota
$24.2K
Bessemer Group
302
Bessemer Group
New Jersey
$24K +$2.19K +27 +10%
SL
303
Salomon & Ludwin
Virginia
$20.8K +$6.08K +75 +41%
Nomura Asset Management
304
Nomura Asset Management
Japan
$17.8K
IBOK
305
Independence Bank of Kentucky
Kentucky
$16.2K
NEWAS
306
N.E.W. Advisory Services
Wisconsin
$16.2K
SWIM
307
Smallwood Wealth Investment Management
New Jersey
$15.8K +$162 +2 +1%
IA
308
IFP Advisors
Florida
$15.7K
PMFA
309
Plante Moran Financial Advisors
Michigan
$13K
SAM
310
Smartleaf Asset Management
Massachusetts
$11.4K +$3.08K +38 +38%
W
311
WealthCollab
Washington
$9.62K +$3.08K +38 +47%
S
312
SignatureFD
Georgia
$9.29K
LFG
313
Larson Financial Group
Missouri
$8.24K -$11.5K -142 -58%
IWP
314
IAG Wealth Partners
Wisconsin
$8.08K -$8.1K -100 -50%
BC
315
Broadwater Capital
Massachusetts
$7.68K
SIS
316
Sound Income Strategies
Florida
$7.16K +$6.64K +82 New
BFS
317
Bare Financial Services
Pennsylvania
$7.11K +$3.08K +38 +76%
HFM
318
Harvest Fund Management
China
$7K
NS
319
NBC Securities
Alabama
$6.46K
RFP
320
Root Financial Partners
California
$5.5K +$972 +12 +21%
KAS
321
Kemnay Advisory Services
New York
$5.41K +$5.43K +67 New
BBHC
322
Brown Brothers Harriman & Co
New York
$5.01K
RIL
323
Rothschild Investment LLC
Illinois
$4.45K -$405 -5 -8%
GWSA
324
Global Wealth Strategies & Associates
Colorado
$4.45K
KFAS
325
Keating Financial Advisory Services
Kansas
$3.39K +$3.4K +42 New