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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$195K +2,362 +21%
LDB
427
Lee, Danner & Bass
Tennessee
$1.13M -$52.8K -638 -5%
PTC
428
Private Trust Company
Ohio
$1.13M +$993 +12 +0.1%
IIM
429
Ironwood Investment Management
Massachusetts
$1.11M -$17.2K -208 -2%
API
430
Advisor Partners II
California
$1.11M +$118K +1,431 +12%
WMSA
431
Weiss Multi-Strategy Advisers
New York
$1.11M +$1.08M +13,107 New
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M -$1.32K -16 -0.1%
NSEDCP
433
NJ State Employees Deferred Compensation Plan
New Jersey
$1.1M – – –
BF
434
BOK Financial
Oklahoma
$1.09M -$287K -3,469 -21%
PWM
435
Perigon Wealth Management
California
$1.07M +$9.6K +116 +0.9%
RJT
436
Raymond James Trust
Florida
$1.05M +$92.1K +1,113 +10%
CA
437
Cetera Advisors
Colorado
$1.04M +$4.63K +56 +0.5%
BC
438
Burney Company
Virginia
$1.03M -$1.66K -20 -0.2%
RPC
439
Rossmore Private Capital
Connecticut
$1.02M -$43.8K -529 -4%
BC
440
Bartlett & Co
Ohio
$1.02M -$48.1K -581 -5%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$1.02M -$48.1K -581 -5%
CSS
442
Cubist Systematic Strategies
Connecticut
$1M +$754K +9,111 +331%
EWA
443
EP Wealth Advisors
California
$998K -$136K -1,645 -58%
TCOT
444
Trust Company of Toledo
Ohio
$995K -$29.1K -352 -3%
PAS
445
Park Avenue Securities
New York
$990K +$84.9K +1,026 +10%
IC
446
IEQ Capital
California
$983K +$291K +3,513 +43%
BPCA
447
Bank Pictet & Cie (Asia)
Singapore
$982K -$131K -1,584 -12%
NRS
448
Neville Rodie & Shaw
New York
$980K -$43.1K -521 -4%
EF
449
Empirical Finance
Pennsylvania
$974K +$48.2K +583 +5%
VHAM
450
Van Hulzen Asset Management
California
$971K – – –