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Bank of Montreal

Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$875K +$44.3K +440 +5%
BFS
227
Baskin Financial Services
Ontario, Canada
$864K -$55.9K -555 -6%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$851K -$42.9K -426 -5%
BDF
229
Balasa Dinverno & Foltz
$833K -$292K -2,903 -26%
BFG
230
Berger Financial Group
Minnesota
$832K -$4.53K -45 -0.5%
SBH
231
Segall Bryant & Hamill
Illinois
$824K +$101K +1,000 +14%
KAS
232
Kestra Advisory Services
Texas
$822K -$37.2K -370 -4%
William Blair & Company
233
William Blair & Company
Illinois
$819K +$442K +4,386 +115%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$766K -$34.4K -342 -4%
PAM
235
Premier Asset Management
Illinois
$756K +$763K +7,584 New
OC
236
Oppenheimer & Co
New York
$752K
V
237
Veritable
Delaware
$752K +$759K +7,542 New
TI
238
Trexquant Investment
Connecticut
$730K +$737K +7,324 New
VCS
239
Vaughan & Co Securities
New Jersey
$727K +$734K +7,287 New
MCM
240
Marathon Capital Management
Maryland
$717K -$15.1K -150 -2%
CAN
241
Cetera Advisor Networks
California
$704K +$115K +1,143 +19%
FTDI
242
First Trust Direct Indexing
Massachusetts
$702K +$344K +3,421 +95%
FFN
243
Focus Financial Network
Minnesota
$678K -$1.31K -13 -0.2%
BC
244
Burney Company
Virginia
$660K +$23.4K +232 +4%
BB
245
Busey Bank
Illinois
$660K +$40.3K +400 +6%
CAM
246
Cresset Asset Management
Illinois
$657K +$52.6K +523 +9%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$652K -$33.2K -330 -5%
VIA
248
Vident Investment Advisory
Georgia
$647K +$124K +1,227 +23%
NL
249
NWAM LLC
Washington
$642K +$2.42K +24 +0.4%
NAS
250
Nicolet Advisory Services
Wisconsin
$637K +$16.1K +160 +3%