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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
501
Chicago Partners Investment Group
Illinois
$977K +$1.03M +13,810 New
BG
502
Bollard Group
Massachusetts
$975K +$5.3K +71 +0.5%
Vontobel Holding
503
Vontobel Holding
Switzerland
$974K – – –
VA
504
Vident Advisory
Georgia
$970K -$2.49M -33,377 -71%
LI
505
Lafayette Investments
Maryland
$965K -$124K -1,660 -11%
CL
506
CSS LLC
Illinois
$960K +$131K +1,750 +15%
Envestnet Portfolio Solutions
507
Envestnet Portfolio Solutions
Illinois
$943K +$117K +1,566 +13%
DC
508
Davenport & Co
Virginia
$942K -$72.2K -967 -7%
JF
509
Jump Financial
Illinois
$938K -$1.59M -21,310 -62%
ANTB
510
AMG National Trust Bank
Colorado
$938K -$418K -5,591 -30%
TCPG
511
Trivant Custom Portfolio Group
California
$924K +$23.5K +314 +2%
BPCE
512
Bank Pictet & Cie (Europe)
Germany
$924K -$33K -442 -3%
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$922K – – –
PAG
514
Private Advisor Group
New Jersey
$922K -$347K -4,649 -27%
TMAM
515
Tokio Marine Asset Management
Japan
$912K – – –
QIM
516
Quantitative Investment Management
Virginia
$906K +$946K +12,662 New
PWM
517
Perigon Wealth Management
California
$906K -$12.2K -163 -1%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$899K -$89.6K -1,200 -9%
TCWA
519
Turtle Creek Wealth Advisors
Texas
$891K +$250K +3,353 +37%
NMIMC
520
Northwestern Mutual Investment Management Company
Wisconsin
$881K -$10.2K -136 -1%
GRP
521
Global Retirement Partners
California
$876K +$914K +12,232 New
EC
522
EntryPoint Capital
New York
$871K +$703K +9,417 +343%
CA
523
Clearstead Advisors
Ohio
$869K +$42.9K +575 +5%
TCOV
524
Trust Company of Vermont
Vermont
$868K +$906K +12,124 New
SCM
525
Sterling Capital Management
North Carolina
$867K -$118K -1,583 -12%