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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
151
Financial Architects (New Jersey)
New Jersey
$23K
SIS
152
Sound Income Strategies
Florida
$22K +$24.9K +500 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$15K
EWM
154
Edge Wealth Management
New York
$14K
FBT
155
First Bank & Trust
South Dakota
$13K
IA
156
IFP Advisors
Florida
$12K -$3.74K -75 -22%
HWM
157
HighMark Wealth Management
Minnesota
$12K +$149 +3 +1%
CAGAS
158
Capital Advisory Group Advisory Services
Minnesota
$12K +$14.9K +300 New
AssetMark Inc
159
AssetMark Inc
California
$9K
GT
160
Glenmede Trust
Pennsylvania
$9K
IBOK
161
Independence Bank of Kentucky
Kentucky
$9K
RFA
162
Reilly Financial Advisors
California
$9K
AIC
163
Ameritas Investment Company
Nebraska
$9K +$9.97K +200 New
BCA
164
Berman Capital Advisors
Georgia
$6K
SFS
165
Sowell Financial Services
Arkansas
$6K
TCOV
166
Trust Company of Vermont
Vermont
$6K
AF
167
Allworth Financial
California
$5K +$50 +1 +0.9%
CYG
168
Clean Yield Group
Vermont
$4K
CCA
169
Column Capital Advisors
Indiana
$2K
PK
170
Pflug Koory
Nebraska
$2K
SFSIG
171
San Francisco Sentry Investment Group
California
$2K
ABC
172
Associated Banc-Corp
Wisconsin
$2K +$2.04K +41 New
VCM
173
Versant Capital Management
Arizona
$1K -$847 -17 -39%
AIC
174
Archer Investment Corporation
Indiana
$1K
Allianz Asset Management
175
Allianz Asset Management
Germany
-$6.16M -120,183 Closed