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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Smartleaf Asset Management
Massachusetts
$10.6K -$1.21K -14 -10%
W
302
WealthCollab
Washington
$10.4K – – –
LFG
303
Larson Financial Group
Missouri
$8.95K – – –
BFS
304
Bare Financial Services
Pennsylvania
$8.87K +$1.13K +13 +15%
IWP
305
IAG Wealth Partners
Wisconsin
$8.78K – – –
KFAS
306
Keating Financial Advisory Services
Kansas
$8.16K +$4.41K +51 +121%
HFM
307
Harvest Fund Management
China
$8K – – –
BC
308
Broadwater Capital
Massachusetts
$7.68K – – –
RFP
309
Root Financial Partners
California
$6.93K +$952 +11 +16%
TPWA
310
Twin Peaks Wealth Advisors
California
$5.88K +$5.8K +67 New
BBHC
311
Brown Brothers Harriman & Co
New York
$5.44K – – –
RIL
312
Rothschild Investment LLC
Illinois
$5.44K +$606 +7 +13%
GWSA
313
Global Wealth Strategies & Associates
Colorado
$4.83K – – –
CT
314
Colonial Trust
South Carolina
$4.54K +$1.64K +19 +56%
VCM
315
Versant Capital Management
Arizona
$3.95K +$260 +3 +7%
CFO
316
CVA Family Office
Colorado
$3.6K +$3.55K +41 New
AssetMark Inc
317
AssetMark Inc
California
$3.5K – – –
AA
318
Ancora Advisors
Ohio
$3.33K – – –
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$2.98K – – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$2.9K – – –
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$2.46K – – –
JWM
322
JPL Wealth Management
Colorado
$2.37K +$2.34K +27 New
FFO
323
Fortitude Family Office
Arizona
$2.28K +$1.64K +19 +271%
JWA
324
JFS Wealth Advisors
Pennsylvania
$2.19K -$952 -11 -31%
QL
325
Quarry LP
New York
$2.19K +$2.16K +25 New