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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
W
301
WealthCollab
Washington
$10.4K
LFG
302
Larson Financial Group
Missouri
$8.95K
BFS
303
Bare Financial Services
Pennsylvania
$8.87K +$1.13K +13 +15%
IWP
304
IAG Wealth Partners
Wisconsin
$8.78K
KFAS
305
Keating Financial Advisory Services
Kansas
$8.16K +$4.41K +51 +121%
HFM
306
Harvest Fund Management
China
$8K
BC
307
Broadwater Capital
Massachusetts
$7.68K
RFP
308
Root Financial Partners
California
$6.93K +$952 +11 +16%
TPWA
309
Twin Peaks Wealth Advisors
California
$5.88K +$5.8K +67 New
BBHC
310
Brown Brothers Harriman & Co
New York
$5.44K
RIL
311
Rothschild Investment LLC
Illinois
$5.44K +$606 +7 +13%
GWSA
312
Global Wealth Strategies & Associates
Colorado
$4.83K
CT
313
Colonial Trust
South Carolina
$4.54K +$1.64K +19 +56%
VCM
314
Versant Capital Management
Arizona
$3.95K +$260 +3 +7%
CFO
315
CVA Family Office
Colorado
$3.6K +$3.55K +41 New
AssetMark Inc
316
AssetMark Inc
California
$3.5K
AA
317
Ancora Advisors
Ohio
$3.33K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$2.98K
PFBT
319
Parkside Financial Bank & Trust
Missouri
$2.9K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$2.46K
JWM
321
JPL Wealth Management
Colorado
$2.37K +$2.34K +27 New
FFO
322
Fortitude Family Office
Arizona
$2.28K +$1.64K +19 +271%
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.19K -$952 -11 -31%
QL
324
Quarry LP
New York
$2.19K +$2.16K +25 New
BTI
325
Blue Trust Inc
Georgia
$2.11K -$606 -7 -23%