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Otter Tail

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Edge Wealth Management
New York
$16K
WFA
152
West Financial Advisors
Iowa
$16K
CAGAS
153
Capital Advisory Group Advisory Services
Minnesota
$15K
HWM
154
HighMark Wealth Management
Minnesota
$15K +$96 +2 +0.7%
IA
155
IFP Advisors
Florida
$13K
IBOK
156
Independence Bank of Kentucky
Kentucky
$10K
IWP
157
IAG Wealth Partners
Wisconsin
$10K +$9.57K +200 New
PMFA
158
Plante Moran Financial Advisors
Michigan
$7K +$96 +2 +1%
AF
159
Allworth Financial
California
$6K +$48 +1 +0.8%
S
160
SignatureFD
Georgia
$4K
EI
161
Ellevest Inc
New York
$4K +$3.54K +74 New
QCG
162
Quadrant Capital Group
Ohio
$3K +$1.68K +35 +103%
LC
163
Lindbrook Capital
California
$2K
PK
164
Pflug Koory
Nebraska
$2K
EBA
165
Eagle Bay Advisors
New York
$2K +$1.05K +22 New
BCA
166
Berman Capital Advisors
Georgia
$2K +$2.82K +59 New
ACM
167
AUA Capital Management
Pennsylvania
$1K
VCM
168
Versant Capital Management
Arizona
$1K
RWM
169
Raffa Wealth Management
District of Columbia
$683
HighTower Advisors
170
HighTower Advisors
Illinois
-$1.44M -31,181 Closed
HF
171
HRT Financial
New York
-$1.09M -23,648 Closed
Two Sigma Advisers
172
Two Sigma Advisers
New York
-$1.04M -22,500 Closed
CSS
173
Cubist Systematic Strategies
Connecticut
-$978K -21,177 Closed
Man Group
174
Man Group
United Kingdom
-$900K -19,500 Closed
JGUA
175
John G. Ullman & Associates
New York
-$573K -12,400 Closed