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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$704K +$29.2K +413 +5%
OWP
227
Obermeyer Wealth Partners
Colorado
$700K +$52K +735 +8%
LNWWM
228
Laird Norton Wetherby Wealth Management
California
$697K -$20K -283 -3%
SGI
229
Summit Global Investments
Utah
$684K +$660K +9,320 New
Creative Planning
230
Creative Planning
Kansas
$680K +$42.5K +601 +7%
BOH
231
Bank of Hawaii
Hawaii
$644K -$7.01K -99 -1%
SWM
232
SVA Wealth Management
Wisconsin
$635K +$129K +1,823 +27%
DIA
233
Dana Investment Advisors
Wisconsin
$581K +$102K +1,442 +22%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$573K -$5.88K -83 -1%
ABC
235
Associated Banc-Corp
Wisconsin
$567K -$1.7K -24 -0.3%
Geode Capital Management
236
Geode Capital Management
Massachusetts
$560K +$15.2K +215 +3%
AIG
237
American International Group
New York
$558K +$538K +7,598 New
ST
238
Smithfield Trust
Pennsylvania
$557K
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$528K +$6.3K +89 +1%
NL
240
NWAM LLC
Washington
$518K +$10.8K +153 +2%
JIC
241
Johnson Investment Counsel
Ohio
$507K -$10.6K -150 -2%
Luther King Capital Management (LKCM)
242
Luther King Capital Management (LKCM)
Texas
$504K
BFEC
243
Benjamin F. Edwards & Company
Missouri
$494K
NSIM
244
North Star Investment Management
Illinois
$494K
OC
245
Oarsman Capital
Wisconsin
$462K -$19.1K -270 -4%
JWM
246
Jacobus Wealth Management
Wisconsin
$462K
JAM
247
JCIC Asset Management
Ontario, Canada
$459K
SBH
248
Segall Bryant & Hamill
Illinois
$449K +$7.08K +100 +2%
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$439K
TIM
250
Thompson Investment Management
Wisconsin
$424K +$6.37K +90 +2%