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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
226
Nicolet Advisory Services
Wisconsin
$292K -$287K -4,955 -50%
DMIC
227
Dixon Mitchell Investment Counsel
British Columbia, Canada
$291K -$11.8K -204 -4%
BAMF
228
BI Asset Management Fondsmaeglerselskab
Denmark
$285K
AF
229
Advisornet Financial
Minnesota
$284K +$116K +2,000 +70%
Prudential Financial
230
Prudential Financial
New Jersey
$279K
VF
231
Virtu Financial
New York
$278K -$231K -3,990 -46%
CRC
232
Curi RMB Capital
Illinois
$275K -$72.8K -1,258 -21%
FWCM
233
Ferguson Wellman Capital Management
Oregon
$273K -$419K -7,240 -61%
FBFS
234
First Business Financial Services
Wisconsin
$271K
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$265K +$263K +4,540 New
SAG
236
Spotlight Asset Group
Illinois
$263K
FFN
237
Focus Financial Network
Minnesota
$263K -$15.7K -271 -6%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$256K -$312K -5,393 -55%
M
239
Mirova
France
$250K +$248K +4,287 New
PG
240
Patten Group
Tennessee
$239K
BJL
241
Brighton Jones LLC
Washington
$236K
BCM
242
Boltwood Capital Management
California
$234K
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$233K +$255K +4,397 New
William Blair & Company
244
William Blair & Company
Illinois
$229K
NSIM
245
North Star Investment Management
Illinois
$228K +$58 +1 +0%
CAM
246
Cozad Asset Management
Illinois
$228K +$2.14K +37 +1%
ONB
247
Old National Bancorp
Indiana
$226K +$224K +3,873 New
BSW
248
Buckingham Strategic Wealth
Missouri
$226K +$224K +3,874 New
SMC
249
Smith, Moore & Co
Missouri
$225K
RP
250
Rowlandmiller & Partners
Georgia
$225K